Register
Recruit Create CV

Financial Professional Jobs in Iowa

Financial Customer Service Professional
By Empower At , Remote $37,400 - $51,425 a year
Effectively identify the needs of our customers and offer tailored solutions that comply with plan rules and regulatory requirements.
Associates degree or an equivalent combination of education and professional work experience.
Enhance the participant experience by assisting our customers with website/app navigation.
Create a positive service experience by persistently seeking resolution.
Minimum of 1 year of customer service experience, preferably in a financial services related field.
Demonstrated ability to make decisions and solve problems independently using critical thinking skills and judgment.
Part Time Financial Service Professional (Remote Role)
By Prudential At , , Ia $41,100 - $61,300 a year
Job offer is contingent upon successful completion of pre-hire requirements.
Able to learn, retain, and solution on numerous plan nuances, and multiple product offerings.
Capable of shaping the customer experience and efficiently troubleshooting challenges across multiple channels
Able to identify other potential customer needs and offer tailored solutions that improve financial wellness
Financial services industry knowledge is a plus.
Excellent oral and written communication skills.

Are you looking for a career that offers financial stability and growth potential? Become a Financial Professional and join a team of experts dedicated to helping clients reach their financial goals. With our comprehensive training and support, you'll have the opportunity to build a successful career and make a real difference in people's lives.

Overview Financial Professionals are responsible for providing financial advice and services to individuals, businesses, and organizations. They analyze financial data, develop financial plans, and provide advice on investments, taxes, and other financial matters. Financial Professionals must have a thorough understanding of financial markets, regulations, and economic trends. Detailed Job Description Financial Professionals are responsible for providing financial advice and services to individuals, businesses, and organizations. They analyze financial data, develop financial plans, and provide advice on investments, taxes, and other financial matters. Financial Professionals must have a thorough understanding of financial markets, regulations, and economic trends. They must be able to interpret financial data and make sound decisions. Financial Professionals must be able to communicate effectively with clients and other professionals. They must be able to explain complex financial concepts in a clear and concise manner. Job Skills Required
• Knowledge of financial markets, regulations, and economic trends
• Analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to interpret financial data
• Ability to make sound decisions
• Ability to explain complex financial concepts
• Knowledge of accounting principles
• Knowledge of tax laws and regulations
Job Qualifications
• Bachelor’s degree in finance, accounting, economics, or a related field
• Master’s degree in finance, accounting, economics, or a related field
• Professional certification (e.g., CPA, CFA, etc.)
• Relevant work experience
Job Knowledge
• Knowledge of financial markets, regulations, and economic trends
• Knowledge of accounting principles
• Knowledge of tax laws and regulations
• Knowledge of financial planning and analysis
• Knowledge of investment strategies
Job Experience
• Relevant work experience in finance, accounting, economics, or a related field
• Experience in financial planning and analysis
• Experience in investment strategies
Job Responsibilities
• Analyze financial data and develop financial plans
• Provide advice on investments, taxes, and other financial matters
• Monitor financial markets and economic trends
• Prepare financial reports and statements
• Manage client portfolios
• Develop investment strategies
• Monitor client accounts and investments
• Research and analyze financial products and services