Associate Financial Advisor — Holistic Wealth Planner

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

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