Hiring: Financial Advisor - Ankeny, IA Company: Lincoln Savings Bank Location: Ankeny, IA Job Posted Time: 2026-09-03 07:39:39 About the job Required Skills: •Aid customers in financial investment and asset management. •Handles the insurance related issues of the clients to assist them in making comprehensive plans in future investments. •Meet with clients to understand their future investment plans and document them. •Develop personal relationships with clients. •Grow the market share of Lincoln Savings Bank (LSB) by proactively identifying, acquiring and developing a book of business, by expanding current relationships and proactively prospecting/calling on new potential clients. •Discuss potential opportunities and risks related to a particular investment with clients. •Recommends strategies that the clients can use in achieving their financial goals and objectives. •Regularly review the plans of the clients to track changes in their financial status, or economic changes to indicate the necessity of making a change in the plan. Qualifications: •This role may require company travel and you will need to have a valid drivers license for all business travel for Lincoln Savings Bank. •Bachelor’s degree in Accounting , Finance, Business Administration or related field Compensation: •Life & Health Insurance license or ability to get it within first 90 days Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!