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The Urbandale Chamber of Commerce is proud to partner with member businesses to post available jobs.  This list is updated by our member businesses frequently.  In addition to this website, you can also see available jobs posted to the Urbandale Chamber Facebook page.  Another resource for local job postings can be found on www.desmoinesmetro.com.

Financial Planner (25765) #DSMUSA #JOBS #HIRING

Palmer Group
Job Description
If you are actively searching for an opportunity in the Accounting and Finance industry, look no further! Palmer Group has partnered with a wealth management firm in pursuit of their next Financial Planner to help build and maintain client relationships. The ideal candidate will have an entrepreneurial attitude and will take ownership of their place within the company. If the opportunity to work independently in a small company environment within a niche market is appealing to you, please apply!

Responsibilities:
  • Manage client relationships
  • Complete on-boarding of new clients
  • Develop financial plans
  • Manage investment portfolios
  • Advise clients and provide recommendations
  • Maintain current knowledge of wealth management strategies
  • Recommend technology updates
Qualifications:
  • Bachelor's Degree
  • CFP Credentials preferred
  • 5-7 years of financial planning or investment management experience
  • Proficiency in Microsoft Word/Excel and financial planning software
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Innate sense of urgency and self-motivation
  • Detail and deadline-oriented


Hours:8:00AM-5:00PM Monday-Friday
Position Type:
Salary Range:
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