Our client is seeking a versatile professional who can excel as a Wealth Associate. This role is designed for someone who enjoys client interaction while also contributing to the technical side of financial planning.
Key Responsibilities
- Prepare financial plans, analyses, and projections using planning software.
- Assist in implementing financial strategies and tracking progress toward client goals.
- Run client review meetings and manage those existing relationships.
- Collaborate with the lead advisor to prepare for and follow up on client meetings.
- Maintain up-to-date knowledge of financial products and regulations.
Qualifications
- Possesses financial literacy.
- Must have the Series 7 license.
- Life & health insurance and Series 66 licensing are highly preferred.
- Fully licensed with Series 7 and 66 (or equivalent) certifications.
- Must be proficient with financial planning software (eMoney or MoneyGuidePro would be a plus)
- Strong analytical and communication skills.
Location: Des Moines, IA
Compensation Range: $75,000 - $95,000 (depending on experience and qualifications)