Banking and Financial Services Jobs in Iowa City
5 positions found
The Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected to develop new client relationships and often work with, train, and supervise other staff in client service delivery.
As a Financial Advisor, you will be responsible for the following:
General:
- 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.
Advisory:
- 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.
Supervisory Responsibilities:
- Wealth Analysts and Financial Advisors, if applicable.
Qualifications:
- 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:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
The Universal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet's culture, values, and commitment to an exceptional customer experience.
In this role, you provide efficient, accurate teller services; deliver strong customer service across all channels; educate customers on digital tools; and proactively identify financial needs to recommend appropriate solutions. You also play a critical role in referring customers to Personal Bankers and lending specialists for deposit accounts, consumer loans, home equity loans, and credit cards. You help sustain branch performance through relationshipbuilding, needsbased referrals, operational accuracy, and compliance excellence.
As a Universal Banker I, you will:
Customer Experience & Relationship Building:
- 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.
Teller Operations & Cash Management:
- 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.
Customer Referrals & Product Education:
- 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.
Problem Resolution & Support:
- 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.
Operational Excellence, Risk & Compliance:
- 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.
Team Collaboration & Community Engagement:
- 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.
General:
- 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.
Qualifications:
- High school diploma or equivalent required.
- 1+ years of cashhandling and customerservice experience required.
- Prior banking or retail financialservices experience preferred.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
FULL-SERVICE SHOPPER
Start earning quickly with a flexible schedule
Shopping with Instacart is more than grocery delivery. Shoppers help make our world go round. They make money, make moves, and make shopping lists come true. They make good time, make life easier, and make people's day.
Shoppers make it all happen—sign up now to help create a world where everyone has access to the food they love.
As a full-service shopper, you'll receive orders through the Shopper app to shop from stores in your area, and deliver the orders to your customer's door. It's that simple.
What you get as a shopper:
- Start earning quickly on a flexible schedule*
- Weekly pay with the option of instant cashout
- Potential to earn tips
- Special earnings promotions
Basic requirements:
- 18+ years old (21+ to deliver alcohol)
- Eligible to work in the United States
- Consistent access to a vehicle and a recent smartphone
Additional information:
Shopping with Instacart is great for anyone looking for flexible, seasonal, home-based, entry-level, weekend, weekday, after-school, or temporary opportunities. As an Instacart Full-Service Shopper, you can have more flexibility than with a part-time job.
Instacart is committed to diversity and providing equal opportunities for independent contractors. Instacart considers qualified individuals without regard to gender, sexual orientation, race, veteran, disability status, or other categories protected by applicable law.
Instacart also values providing prospective contractors with a fair chance to pursue opportunities. For all individuals seeking to provide services in San Francisco, Los Angeles, and Philadelphia, Instacart considers individuals in a manner consistent with the requirements of applicable Fair Chance ordinances.
Review the Independent Contractor Agreement here
*Subject to availability of batches in your area.
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.
Remote working/work at home options are available for this role.
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:
- 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)
- Skills Checklist: Yes
- References: Yes
- License Type: registered
- License State: IA
- Certifications: Basic Life Support
Job Details
- 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
