Financial Advisor
$55,000–$85,000 year
HybridDes Moines, Iowa, United States
Des Moines, Iowa, United StatesHybridFull Time$55,000–$85,000 year
Full Time
Job Summary
Consult with clients to ascertain financial objectives, risk tolerance, income, expenses, and assets. Develop comprehensive financial plans by leveraging client data and implementing strategies that align with unique long-term monetary goals. Offer strategic guidance on risk management, insurance coverage, annuity products, and debt management while educating clients on available services. Maintain ongoing market research to stay current with financial trends and ensure compliance with regulations and security processes to safeguard sensitive information. Complete all mandatory training and continuing education required by FINRA. This collaborative, client-facing role is based in Coralville, IA, Des Moines, IA, Fairfield, IA, Madison, WI, or Joplin, MO, with a hybrid work schedule available.
Required Qualifications
- Valid driver's license
- FINRA licensure
- Ability to travel
- Ability to work hybrid schedule
- Ability to work in Coralville, IA, Des Moines, IA, Fairfield, IA, Madison, WI, or Joplin, MO
- Ability to complete mandatory training and continuing education required by FINRA
Desired Qualifications
- Experience in wealth management
- Experience in asset management
- Experience in tax optimization
- Experience in estate strategies
- Experience in insurance
- Experience in business succession
- Experience in retirement planning
- Experience in risk management
- Experience with annuity products
- Experience with debt management tools
- Knowledge of financial trends
- Knowledge of macroeconomic shifts
- Knowledge of financial regulations
- Knowledge of security processes
- Experience in client education
- Experience in delivering elite service
- Experience in proactive problem-solving
- Experience in trust-building
- Experience in delivering strategic advice
- Experience in financial planning
- Experience in client consultation
- Experience in market research
- Experience in compliance
- Experience in customer service
- Experience in professional support
- Experience in work-life balance
- Experience in family security
- Experience in financial security
- Experience in health
- Experience in dental
- Experience in vision
- Experience in disability
- Experience in life insurance
- Experience in PTO
- Experience in paid holidays
- Experience in volunteer time off
- Experience in paid parental leave
- Experience in 401(k) plan
- Experience in Employee Assistance Program
- Experience in professional support
- Experience in firm growth
- Experience in variable compensation
- Experience in base pay
- Experience in bonuses
- Experience in compensation
- Experience in salary
- Experience in professional background
- Experience in active licensures
- Experience in financial data
- Experience in actionable roadmaps
- Experience in families
- Experience in peace of mind
- Experience in collaborative
- Experience in client-facing
- Experience in strategic thinker
- Experience in thriving
- Experience in trust-building
- Experience in proactive problem-solving
- Experience in delivering elite service
- Experience in Financial Integrators
- Experience in comprehensive wealth management firm
- Experience in simplifying complex financial landscapes
- Experience in individuals
- Experience in families
- Experience in business owners
- Experience in personalized financial planning
- Experience in professional asset management
- Experience in tax optimization
- Experience in estate strategies
- Experience in cohesive roadmap
- Experience in protecting assets
- Experience in tailored insurance
- Experience in navigating business succession
- Experience in retirement plans
- Experience in collaborative
- Experience in team-based approach
- Experience in clarity
- Experience in confidence
- Experience in securing
- Experience in lasting financial legacy
- Experience in Discover & Design Client Roadmaps
- Experience in Consult with clients
- Experience in ascertain their financial objectives
- Experience in risk tolerance
- Experience in income
- Experience in expenses
- Experience in assets
- Experience in Develop comprehensive financial plans
- Experience in leveraging client financial data
- Experience in maintaining knowledge of industry best practices
- Experience in Implement strategies
- Experience in align directly with each client's unique long-term monetary goals
- Experience in Deliver Strategic Advice & Client Education
- Experience in Offer strategic guidance
- Experience in vital risk management strategies
- Experience in insurance coverage
- Experience in annuity products
- Experience in debt management tools
- Experience in Educate clients
- Experience in available products and services
- Experience in Exceed customer expectations daily
- Experience in delivering accurate, efficient, courteous, and professional service
- Experience in Maintain Compliance, Security, & Market Insight
- Experience in Perform ongoing market research
- Experience in stay current with financial trends
- Experience in macroeconomic shifts
- Experience in Maintain compliance with regulations
- Experience in security processes within the financial industry
- Experience in safeguard sensitive client information
- Experience in Complete all mandatory training and continuing education required by FINRA
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