Associate Financial Advisor

Risch Results; Des Moines (IA); Presencial; USD 55.000 - 75.000; Jornada completa

Descripción de la vacante

Triangle Financial is seeking an Associate Financial Advisor to empower clients through comprehensive financial planning. You will manage client data, draft planning documents, and lead meeting preparation, ensuring timely plan implementation.

The role supports senior advisors in divorce analyses and ongoing client service to maintain strong relationships and implement investment strategies. Ideal candidates hold a Bachelor’s degree, SIE, Series 66, Life and Health or plan to complete within 180

Formación

• Bachelor’s Degree required.
• SIE, Series 66, Life and Health (or ability to complete certifications within first 180 days of employment)
• Proficiency with Microsoft Office
• Experience handling client questions, inquiries, and resolving problems.
• Good time management, organization, interpersonal, and communication skills.

Responsabilidades

• Act as the guardian of all client data, ensuring that the CRM and financial management systems are up to date
• Prepare and draft financial planning documents
• Lead meeting preparation, documentation, and follow-up items for most client meetings.
• Act as the gatekeeper for the client plan implementation process by reviewing paperwork for accuracy and ensuring timely completion of implementation
• Support lead and senior advisors in divorce financial analysis services
• Perform day-to-day client services and help maintain client relationships.
• Work with senior and lead advisors to develop and implement investment management strategies

Conocimientos

Client service experience

Communication skills

Time management

Organization

Interpersonal skills

Educación

Bachelor's Degree

Herramientas

Microsoft Office

Descripción del empleo

Our client, Triangle Financial, is hiring an Associate Financial Advisor.

ABOUT TRIANGLE

Triangle Financial is a small, independent, female-owned Financial Advisory firm that takes a holistic, compassionate approach to financial planning. The firm has been in business for 40 years, 20 under the same management. They offer financial planning services including wealth management and retirement planning for businesses, nonprofits, and individuals. At Triangle, they are dedicated to growing their clients' portfolios and preserving assets. They treat clients as partners first and work collaboratively to understand their current situations and create action plans that align with their visions.

ABOUT THE ROLE

The Associate Advisor will empower clients to achieve their life goals and passions through financial planning. Success in this role depends on precision and initiative, balancing detail-oriented work with big-picture thinking.

The Associate Advisor will:

• Act as the guardian of all client data, ensuring that the CRM and financial management systems are up to date
• Prepare and draft financial planning documents
• Lead meeting preparation, documentation, and follow-up items for most client meetings.
• Act as the gatekeeper for the client plan implementation process by reviewing paperwork for accuracy and ensuring timely completion of implementation
• Support lead and senior advisors in divorce financial analysis services
• Perform day-to-day client services and help maintain client relationships.
• Work with senior and lead advisors to develop and implement investment management strategies

ABOUT YOU

• Bachelor’s Degree
• SIE, Series 66, Life and Health (or ability to complete certifications within first 180 days of employment)
• Proficiency with Microsoft Office
• Experience handling client questions, inquiries, and resolving problems.
• Good time management, organization, interpersonal, and communication skills.