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Wealth Strategies Liaison
Cambridge Investment Research | Fairfield, Iowa
Cambridge Investment Research, Inc., a national leader as a securities broker/dealer, has an opening in the Marketing Department as a full time Wealth Strategies Liaison. If you have a desire to work directly with Rep/Advisors and have a background i
Apr-03-2014
Wealth Management Client Relationship Consultant (Ames, IA)
TIAA-CREF | Ames, Iowa
**For more information about TIAA-CREF, visit our website.** The Wealth Management Client Relationship Consultant (WMCRC) is the primary service and sales support and point of contact for clients of partner Wealth Management Advisors and Associate W
Apr-03-2014
Wealth Management Client Relationship Consultant (Ames, IA)
TIAA-CREF | Ames, Iowa
Title: Wealth Management Client Relationship Consultant (Ames, IA) Location: IA-Ames Other Locations: For more information about TIAA-CREF,visit our website. The Wealth Management Client Relationship Consultant (WMCRC) is the primary service and sale
Apr-03-2014
Wealth Management Advisor - Iowa City, Iowa
TIAA-CREF | Iowa City, Iowa
As a Wealth Management Advisor you will have the opportunity to deliver a distinctive client experience that leverages our unique value proposition. Our Wealth Management Advisors are salaried employees better enabling them to provide more objective
Apr-03-2014
Wealth Management Advisor - Iowa City, Iowa
TIAA-CREF | Iowa City, Iowa
As a Wealth Management Advisor you will have the opportunity to deliver a distinctive client experience that leverages our unique value proposition. Our Wealth Management Advisors are salaried employees better enabling them to provide more objective
Apr-03-2014
Wealth Management Advisor - Iowa City, Iowa
TIAA-CREF | Iowa City, Iowa
Title: Wealth Management Advisor - Iowa City, Iowa Location: IA-Iowa City Other Locations: As a Wealth Management Advisor you will have the opportunity to deliver a distinctive client experience that leverages our unique value proposition. Our Wealth
Apr-03-2014
Wealth Management Advisor - Iowa City, Iowa
TIAA-CREF | Iowa City, Iowa
Title: Wealth Management Advisor - Iowa City, Iowa Location: IA-Iowa City Other Locations: As a Wealth Management Advisor you will have the opportunity to deliver a distinctive client experience that leverages our unique value proposition. Our Wealth
Apr-03-2014
Wealth Management Advisor - Cedar Falls, Iowa
TIAA-CREF | Waterloo, Iowa
TIAA-CREF''s Individual Advisory Services Business offers highly sophisticated financial planning capabilities designed to help clients accomplish their immediate and long term investment goals. We provide these services through seasoned professiona
Apr-03-2014
Wealth Management Advisor - Cedar Falls, Iowa
TIAA-CREF | Waterloo, Iowa
Title: Wealth Management Advisor - Cedar Falls, Iowa Location: IA-Waterloo Other Locations: TIAA-CREF''s Individual Advisory Services Business offers highly sophisticated financial planning capabilities designed to help clients accomplish their immed
Apr-03-2014
Wealth Management Advisor - Ames, Iowa
TIAA-CREF | Ames, Iowa
As a Wealth Management Advisor you will have the opportunity to deliver a distinctive client experience that leverages our unique value proposition. Our Wealth Management Advisors are salaried employees better enabling them to provide more objective
Apr-03-2014


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  • 209degree
  • 106high school diploma
  • 47college degree
  • 16Degree in Business
  • 12Degree in business administration
  • 10degree in Finance
  • 8MBA
  • 7Degree in Accounting
  • 6Advanced degree
  • 5Degree in finance, accounting
  • 4degree in computer science
  • 4Associates Degree
  • 2Undergraduate degree
  • 2Degree in Nursing
  • 2High School education
  • 422communication skills
  • 114interpersonal skills
  • 112written communication skills
  • 60verbal communication skills
  • 54customer service skills
  • 54problem solving skills
  • 39organizational skills
  • 28leadership skills
  • 11Demonstrated leadership
  • 8excellent customer service skills
  • 8Ability to work independently
  • 7Strong problem solving
  • 7Strong computer skills
  • 6Strong analytical skills
  • 4interpersonal communication skills
  • 52military experience
  • 28claims experience
  • 20Customer service experience
  • 19Experience in sales
  • 14sales management experience
  • 12supervisory experience
  • 8experience in retail sales
  • 8banking experience
  • 8Proficient in Microsoft Office
  • 6mortgage lending experience
  • 6experience in retail banking
  • 5proven sales experience
  • 4Underwriting experience
  • 3administrative experience
  • 3Knowledge of real estate market
  • 381+ years experience
  • 10One year of experience
  • 65 years related experience
  • 67 years experience
  • 65 years of professional experience
  • 4one year experience
  • 22+ years experience
  • 2Five years experience
  • 2two years experience
  • 21+ year experience
  • 25+ years experience
  • 16+ years experience
  • 11 year of experience
  • 15 years experience
  • 14-6 years experience
  • 24Series 7
  • 21Series 6
  • 18ChFC
  • 13CFP
  • 12state insurance license
  • 11CFA
  • 9FINRA Registration
  • 6NASD Series 7
  • 6CPA
  • 6CMFC
  • 3Chartered Financial Analyst
  • 3CPCU
  • 2PMP certification
  • 1CDL
  • 1AFSB
 
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