Client Acquisition Specialist

Desla Wealth Management, LLC; West Des Moines (IA); Hybrid; USD 65,000 - 110,000; Full time

Benefits offered by this job

Commission-based pay

Training and development

Collaborative team environment

Job summary

Desla Wealth Management, LLC is seeking a motivated Client Acquisition Specialist to grow our advisory team. You will build relationships, identify opportunities, and guide prospects toward long-term investment success.

Ideal candidates excel at networking, presenting tailored investment strategies, and meeting acquisition targets within a transparent and disciplined advisory environment.

Qualifications

• Bachelor’s degree or higher in finance, economics, business, or related field.
• Proven experience in investment sales, client acquisition, or financial advisory.
• Strong understanding of financial markets and investment products.
• Excellent communication, interpersonal, and negotiation skills.
• Demonstrated ability to build and maintain long-term client relationships.
• Self-driven with a strong desire to meet and exceed acquisition goals.
• Relevant certifications (Series 65 or Series 66).

Responsibilities

• Develop and maintain a deep understanding of Desla’s investment products, planning strategies, and advisory process.
• Identify prospective clients through networking, referrals, and outbound outreach.
• Conduct comprehensive financial assessments to understand client goals, risk tolerance, and time horizons.
• Provide personalized investment recommendations aligned with our evidence-based approach.
• Present tailored investment strategies clearly and confidently.
• Achieve individual acquisition and conversion targets while supporting broader team objectives.
• Stay current on market trends, investment products, and regulatory requirements.

Skills

Communication skills

Interpersonal skills

Negotiation skills

Client acquisition

Financial advisory

Sales experience

Education

Bachelor’s degree in finance, economics, business, or related field

Job description

Desla Wealth Management is seeking ahighly motivated, results‑driven Client Acquisition Specialistto join our growing advisory team. This role is ideal for a financial professional who excels at building relationships, identifying opportunities, and guiding prospective clients toward long-term investment success. You’ll play a key role in expanding Desla’s client base while upholding our commitment to clarity, transparency, and disciplined advice.

Key Responsibilities

Develop and maintain a deep understanding of Desla’s investment products, planning strategies, and advisory process

Identify prospective clients through networking, referrals, and outbound outreach

Conduct comprehensive financial assessments to understand client goals, risk tolerance, and time horizons

Provide personalized investment recommendations aligned with our evidence-based approach

Present tailored investment strategies clearly and confidently

Achieve individual acquisition and conversion targets while supporting broader team objectives

Stay current on market trends, investment products, and regulatory requirements

Qualifications

Bachelor’s degree in finance, economics, business, or related field

Proven experience in investment sales, client acquisition, or financial advisory

Strong understanding of financial markets and investment products

Excellent communication, interpersonal, and negotiation skills

Demonstrated ability to build and maintain long-term client relationships

Self-driven with a strong desire to meet and exceed acquisition goals

Relevant certifications (Series 65 or Series 66)

What Desla Offers

Competitive salary with a performance-based commission structure

Ongoing training, mentorship, and professional development

A supportive, collaborative environment grounded in transparency and integrity

About Desla Wealth Management

At Desla Wealth Management, we bring passion, research, and conviction together to provide financial advice and investment strategies that inspire confidence and clarity for every client.

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7000 Vista Drive
Suite 193
West Des Moines, IA 50266

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information .
Investment advice offered through Desla Wealth Management, a state registered investment advisor.