Financial Advisor

    • Job Tracking ID: 512636-879031
    • Job Location: Council Bluffs, IA
      Council Bluffs
    • Job Level: Mid Career (2+ years)
    • Level of Education: BA/BS
    • Job Type: Full-Time/Regular
    • Date Updated: June 18, 2024
    • Years of Experience: Up to 2 Years
    • Starting Date: ASAP
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Job Description:

TS Prosperity Group is seeking to hire a Financial Advisor. The Financial Advisor delivers services to assist clients with planning for their long-term and short-term financial needs. This involves conducting interviews to clarify financial goals, confirming risk tolerance levels, identifying challenges and opportunities, and recommending strategies that meet clients immediate and future financial needs

Preferred education and/or experience includes bachelor's degree. 2+ years' experience in interacting with clients. Accounting (College diploma) or Business / Commerce (College diploma) or Business Administration (College diploma) or Finance (College diploma)

Location: Council Bluffs, IA

Experience and Skills:

  • Communicate with clients to learn about their needs and help them achieve their goals
  • Ensure all client financial questions are answered
  • Assist clients with planning for their long and short term financial plans
  • Identify and build relationships with prospective clients
  • Provide ongoing support and advice to clients at every stage of their life
  • Proactively identify opportunities to grow the business
  • Capitalize on opportunities to increase sales, revenue and cross sell with existing and new customers
  • Build and grow business through referrals
  • Conduct interviews with clients to clarify short term and long term financial goals by confirming risk tolerance levels, clarifying financial objectives and identifying challenges and opportunities
  • Identify opportunities and recommend strategies that best meet the customers immediate and future financial needs

Benefits

Competitive benefits package:

  • Health and dental insurance
  • Life insurance package
  • Generous PTO and holiday package
  • 401K contribution and match
  • Professional development expense allowance
  • Gym membership reimbursement
  • Tuition reimbursement
  • Paid volunteer time off (VTO)
  • Wellness program



EEO Employer/Vet/Disabled

TS Banking Group is a covered federal contractor or subcontractor subject to the requirements of the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), as amended, and Section 503 of the Rehabilitation Act of 1973, as amended. As such, TS Banking Group is bound by the terms of VEVRAA and Section 503, and shall not discriminate against individuals with disabilities, and is committed to take affirmative action to employ and advance in employment protected veterans and individuals with disabilities.

TS Banking Group maintains an Affirmative Action Plan for the purpose of proactively seeking employment and advancement in employment of qualified protected veterans and individuals with disabilities. As an individual interested in employment with TS Banking Group, or as one of TS Banking Group's valued employees, TS Banking Group welcomes the opportunity to make its employees and applicants more aware of the TS Banking Group's obligations and affirmative efforts. Upon request, TS Banking Group will make accessible to you its Affirmative Action Plan for protected veterans and individuals with a disability. If you are interested, please submit a written request to Angela Avis during the HR Office's operating hours (9 a.m. to 4 p.m.), and we can schedule a time for you to review the Affirmative Action Plan. (Alternatively, a copy of TS Banking Group's Affirmative Action Plan is available electronically on TS Banking Group's intranet site.) Remote employees not physically located at the facility may access the Affirmative Action Plan through the intranet site, or may request a copy of the Affirmative Action Plan for review and return should no internet access be available.