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Dale R. Whiting & Associates
Des Moines, Iowa, United States
Date Posted: 12/08/2011
Categories: Administrative - Financial Services/Insurance
Job Type: Full-Time
The individual would assist the Financial Planner in serving individuals and churches. We advise churches in how to care for their Pastor(s) financially and Pastors how to care of themsleves financially. We also have a general financial services practice. The assistant would help prepare proposals, shop product, schedule appointments, serve clients and process license applications and renewals.
Insurance and/or securities experience would be helpful but not required.