Associate Financial Advisor - Wealth Strategy & Planning

TrueWealth Stewardship, LLC; Marion (IA); Vor Ort; USD 65.000 - 90.000; Vollzeit

Zusammenfassung

TrueWealth Stewardship, LLC is seeking an Associate Financial Advisor in Marion, Iowa. The role involves understanding client goals, assessing financial situations, and developing comprehensive financial plans.

You will analyze investments, implement retirement and tax strategies, and monitor portfolios while maintaining regulatory compliance. You will also support business development through networking and referrals and work with colleagues to deliver high-quality, client-focused service

Qualifikationen

• Bachelor’s degree preferred (finance/economics/business/psychology/history/communications).
• Advanced credentials such as CFP®, CFA®, or similar certifications are beneficial but not required.
• Willingness to pursue professional development and stay current with industry standards.
• Strong knowledge of financial and retirement planning processes and concepts.

Aufgaben

• Analyze investment options and recommend retirement, tax, and savings strategies.
• Monitor portfolios for performance and risk.
• Prepare and present financial reports; update plans as client needs change.
• Maintain records in accordance with regulatory requirements.
• Support business development, including networking and cultivating client referrals.
• Collaborate with colleagues to deliver high-quality service.

Kenntnisse

Outgoing personality

Attention to detail

Analytical skills

Communication skills

Interpersonal skills

Financial planning knowledge

Client relationships

Ausbildung

Bachelor’s degree preferred

Tools

Financial planning software

CRM tools

Office applications

Jobbeschreibung

TrueWealth Stewardship, LLC is seeking an Associate Financial Advisor in Marion, Iowa. The role involves understanding client goals, assessing financial situations, and developing comprehensive financial plans.

You will analyze investments, implement retirement and tax strategies, and monitor portfolios while maintaining regulatory compliance. You will also support business development through networking and referrals and work with colleagues to deliver high-quality, client-focused service