Financial Advisor
📋 Role Overview & Responsibilities
Cedar Rapids Bank & Trust is looking for a Financial Advisor to join our team! This position will be responsible for providing relevant, reliable, and timely information to key stakeholders in a consistent manner while maintaining the highest ethical standards and modeling our core values of: Passion, Innovation, Collaboration, Achievement, Accountability, and Inclusion. An active dedication to investing in community partnerships and participation is encouraged and part of our collective culture and brand.
Qualifications
Bachelor's degree in business, accounting, finance, or related field highly desired but not required for individuals possessing at least 5 years of successful sales experience. A minimum of 3 - 5 years of investment management or private wealth management experience is preferred. Background, experience, and the ability to create value are also strong considerations.Series 7 and 66 licenses required and/or required within six months of hiring with no exceptions.
Cedar Rapids Bank & Trust is a relationship-driven organization who values their employees as well as their community. Our goal is to provide exceptional customer service and make financial dreams a reality. We are a family-oriented company who values work-life balance and providing advancement opportunities to our employees.
Visit https://www.crbt.bank/ to learn more about our company.
Equal Opportunity Employer
Pre-Employment credit check, background check & drug screen required
Frequently Asked Questions
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This position is located in Cedar Rapids, IA with potential relocation and sponsorship assistance depending on candidate qualifications.
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