Banking and Financial Services Jobs in All Cities, IA

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• Manages client relationships assigned by the firm and helps clients achieve wealth goals.
  
• Makes critical client decisions such as creating or reviewing financial plans, implementing investment policies and strategies, and recommending investment products.
  
• Coordinates and works closely with the client service team, including Financial Advisors, support staff and administrative staff.
  
• Markets the firm and develops its reputation with referral sources and the community.
  
• Attracts new clients to the firm.
  
• Serves on the firm's Investment Committee or performs due diligence of the investment managers used by the firm.
  
• Supervises the work of other advisors and administrative support.
  
• Participates in critical management and service decisions, including vendor evaluation and the design of processes.
  
• Develops and maintains internal and external Center of Influence (COI) relationships.
  

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• Prepares and updates financial plans, including working with clients to obtain the necessary information and ensure that it is accurately entered into the firm's financial planning systems.
  
• Works with other VP Financial Advisors to discuss, review and finalize financial planning assumptions and design decisions.
  
• Works with the client and under the supervision of VP Regional Director to obtain information and prepare risk profiles and if applicable, investment policy statements.
  
• Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the operations team.
  
• Develops asset allocation strategies and works with the investment team or on her/his own to implement the strategy.
  
• Rebalances portfolios as directed by the investment committee and the Lead Financial Advisor working with the client.
  
• Participates in all client meetings and adds value to the meeting through the delivery of presentations, facilitation of discussions and preparation of information.
  
• Creates custom worksheets and analysis where needed to answer client questions or research investment opportunities.
  
• Researches new investment products and vendors.
  
• Facilitates the adoption of new technology by the client service teams and trains others as necessary.
  
• Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants.
  
• Advises clients on appropriate financial products in the context of their plans.
  

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• Wealth Analysts and Financial Advisors, if applicable.
  

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• Has earned an undergraduate degree in a related discipline such as Accounting, Finance or Economics
  
• Completion of FINRA Securities Industries Essentials (SIE) and Series 65, and Series 7 and Series 66
  
• Holds appropriate advisory licenses as required by the SEC and state agencies
  
• Completion of CFP program and examination
  
• Brings a minimum of five years and a median of seventeen years of experience in the role
  
• PC, phone system, general office equipment
  
• Demonstrates expert knowledge of Microsoft Office applications, especially Excel
  
• Strong verbal and written communication skills and strong interpersonal skills
  
• Ability to maintain strict confidentiality
  
• Ability to effectively promote Nicolet as an employer of choice
  
• Basic knowledge of banking positions
  
• Strong organizational, multi-tasking and prioritizing skills
  
• Self-motivated and resourceful
  
• Strong leadership and delegation skills
  

Benefits:

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• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

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• Provide welcoming and professional service across inperson, phone, and digital channels.
  
• Engage customers in needsbased conversations to understand goals and introduce appropriate solutions.
  
• Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.
  
• Build trust by following through on requests and ensuring customers feel valued.
  
• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
  

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• Accurately process deposits, withdrawals, loan payments, transfers, cashier's checks, and other transactions.
  
• Maintain proper cash handling, dualcontrol procedures, balancing routines, and vault/ATM support as assigned.
  
• Identify suspicious activity, follow fraudprevention steps, and escalate concerns promptly.
  

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• Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.
  
• Educate customers on digital tools such as mobile banking, online banking, and estatements.
  
• Support achievement of branch sales and referral goals through disciplined engagement and followup.
  

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• Research and resolve routine issues such as transaction discrepancies, fee questions, and debitcard concerns within authority.
  
• Escalate more complex servicing matters to Personal Bankers or leadership.
  

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• Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
  
• Protect customer data, ensure confidentiality, and follow documentation procedures.
  
• Maintain auditready accuracy in all teller work and branch support tasks.
  

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• Participate in daily huddles and collaborate with team members to meet branch goals.
  
• Support community outreach efforts and represent Nicolet in local engagement activities.
  
• Assist with branch operations needs such as supplies, scheduling coverage, or special projects.
  

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• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
• Performs all other duties as assigned.
  

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• High school diploma or equivalent required.
  
• 1+ years of cashhandling and customerservice experience required.
  
• Prior banking or retail financialservices experience preferred.
  

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• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

American Packaging Corporation is hiring for Experienced Manufacturing Professionals to join our team!

APPLY TODAY AND SPEAK WITH A RECRUITER TO RESERVE AN INTERVIEW SLOT WITH A HIRING MANAGER!

NEW WAGE SCALES FOR ALL POSITIONS:

* $23+ PER HOUR FOR MACHINE OPERATORS

* $31 - $39 PER HOUR FOR MAINTENANCE TECHNICIAN

* $2.00 PER HOUR 2ND SHIFT DIFFERENTIAL

* $3.00 PER HOUR 3RD SHIFT DIFFERENTIAL

* Story City, IA 50248: Reliably commute (Required)

* Manufacturing: 1+ year (Required)

Work with state-of-the-art equipment in a climate controlled environment that has been named "Best of the Best" in the Best Workplaces in the America's for 12 years in a row!

American Packaging Corporation offers an industry leading benefits package:

* Medical/Health Insurance

* Dental - Employer Paid

* Vision - Employer Paid

* Short Term Disability - Employer Paid

* Long Term Disability - Employer Paid

* FSA - Health and/or Childcare

* Paid Holidays - 11

* PTO

* 401 (k) - lucrative employer matching

* Bonuses including yearly holiday, 401k and quarterly production

At American Packaging Corporation (APC), you'll find the packaging career you've been looking for. With competitive salaries, excellent benefits, 401(k) plans and tuition reimbursement programs, we nurture our employees while advancing and promoting diversity and inclusion. As the leading flexible packaging converter in North America for over a century, APC's longstanding success is fueled from the inside out. We're constantly seeking to improve our internal operations and were named a "Best of the Best" in the Best workplaces in the America's awards for 12 years in a row. It's how and why we engage the best and brightest talent to continue propelling our shared success into the future.

QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE: High school diploma or general education degree (GED) required. Previous manufacturing experience preferred.

LANGUAGE SKILLS

Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

REASONING ABILITY

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to walk and reach with hands and arms. This position may require manual lifting not to exceed 50 lbs - reference your department-specific JHA (job hazard analysis) for departmental lifting restrictions. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly exposed to moving mechanical parts. The employee is occasionally exposed to airborne particles and vibration. The noise level in the work environment is usually moderate.

American Packaging Corporation is committed to equal opportunity for all, without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. American Packaging Corporation will make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation would impose an undue hardship on the operation of our business. EOE/AA Disability/Veteran.

If you are interested in applying for an employment opportunity and need special assistance or an accommodation to apply for a posted position, please contact our Human Resources department at:

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We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Trusted is seeking an experienced nurse for this exciting travel nursing assignment.
Trusted has streamlined the travel nursing experience by enabling nurses to apply directly
to jobs without the need for recruiters. This unique approach provides more transparency,
eliminates pesky calls from recruiters, and puts more money in your pocket.
Join the thousands of nurses across the country who have already made the switch to a more modern way to work.

Experience:

• 24 months of role experience is required with some in the last 12 months.

• Must have at least 12 months of Medical Surgical Unit experience within the past 3 years.

• Travel experience is preferred from any number of months.

• 3 months of experience with Epic is required from any number of months.

• 1 months of Trauma Level 1 facility is required from any number of months

Requirements:

• Candidates must have a Iowa license or compact license (required for submission).

• This role may require floating to additional units and locations

• 24 months gap required between for Staff at Program: University of Iowa Hospitals (Direct) Program - Main and no current placement allowed at Program: University of Iowa Hospitals (Direct) Program - Main.

Pre-employment modules may be required for this role. Please upload any certifications or health documents you have to your profile to expedite your on-boarding process.

Additional Details:

Lower Level Obs/Recovery

Required Skills/Experience: REQUIRED FOR CONSIDERATION: UIHC-Main Campus will only consider candidates who have experience in similar settings (high acuity, fast-paced, level 1 trauma centers); please be sure this experience is outlined in your profile prior to submission.

Unit and facility details: UIHC determines their rates quarterly for all agencies and they are non-negotiable. Please check with your Advocate to confirm whether this position will undergo a rate change during the dates of this assignment.

Shift & Scheduling:

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• 4/6; 4/13; 4/20, 4/27, 5/4, 5/11 start dates.
  
• 50% weekend.
  

Other Requirements: 1 Reference must be from the most recent place of employment.

7 days maximum time off

2 references from any number of months (Manager/Supervisor reference type) - required for submission

Proof of identification required

Certifications:

• BLS (Basic Life Support)

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• Skills Checklist: Yes
  
• References: Yes
  
• License Type: registered
  
• License State: IA
  
• Certifications: Basic Life Support
  

Job Details

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• Job Type: Travel
  
• Nurse/Patient: – –
  
• Shift Type: Evening
  
• Contract Date: 2026-04-06
  
• Expected Length: 13 weeks
  
• Hours per Shift: 12
  
• Shifts per Week: 3