Associate Financial Advisor - Client-Centric Growth

Risch Results; Des Moines (IA); On-site; USD 65,000 - 90,000; Full time

Job summary

Triangle Financial seeks an Associate Financial Advisor to join a fast-paced, collaborative team. You will empower clients through precise financial planning, investment analysis, and divorce financial analysis while maintaining high-touch service and professional growth.

You will assist in creating strategies, gathering information, and preparing documents under lead and senior advisors, with a focus on accountability and client trust. Continuous learning and teamwork are essential in this role.

Qualifications

• Bachelor’s degree required.
• Licenses such as SIE, Series 66, Life/Health or ability to obtain within 180 days.
• Proficiency with MS Office and industry software.
• Customer service experience handling client questions and resolving problems.
• Strong time management, organization, and communication skills.
• Team-oriented, collaborative mindset.
• Willingness to adapt to new technologies and processes.

Responsibilities

• Guard client personal and financial data and keep CRM updated for impeccable service.
• Prepare financial planning documents under supervision, including income studies and investment analysis.
• Lead meeting prep and post-meeting follow-ups, aiding senior advisors with presentations and documentation.
• Review paperwork for accuracy and ensure timely plan implementation.
• Support divorce financial analysis through research, projections, and recommendations.
• Perform day-to-day client servicing and maintain client relationships.
• Assist in developing investment management strategies based on client risk tolerance and goals.
• Pursue continuous learning within financial services.

Skills

Client communication

Time management

Interpersonal skills

Team collaboration

Adaptability

Problem solving

Detail-oriented

Education

Bachelor’s Degree

Tools

MS Office

Job description

Triangle Financial seeks an Associate Financial Advisor to join a fast-paced, collaborative team. You will empower clients through precise financial planning, investment analysis, and divorce financial analysis while maintaining high-touch service and professional growth.

You will assist in creating strategies, gathering information, and preparing documents under lead and senior advisors, with a focus on accountability and client trust. Continuous learning and teamwork are essential in this role.