Entry-Level Financial Advisor: Paid Training & Growth

Phillips Industries; Ankeny (IA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Paid training

Performance-based commissions

Full benefits for family

Long-term career growth opportunities

Job summary

A leading financial services firm in Iowa is seeking an Entry-Level Financial Advisor. This role offers comprehensive training, mentoring, and support in building a rewarding career in financial services. Responsibilities include meeting clients to understand their goals, educating them on financial strategies, and offering solutions like life insurance and investments. The position demands strong communication skills and a motivation for client-focused work, with an estimated first-year compensation of $50,000 to $75,000 including bonuses.

Qualifications

• Must reside in the state of Iowa.
• Strong communication and interpersonal skills.
• Interest in a client-focused, relationship-driven career.
• Willingness to obtain required licenses (training provided).
• Self-motivated and open to feedback.

Responsibilities

• Meet with clients to understand their financial goals.
• Educate individuals and families on financial strategies.
• Offer life insurance, investments, and long-term care options.
• Build and manage long-term client relationships.
• Develop business and planning skills.

Skills

Strong communication skills

Interpersonal skills

Client-focused

Motivated and eager to learn

Job description

A leading financial services firm in Iowa is seeking an Entry-Level Financial Advisor. This role offers comprehensive training, mentoring, and support in building a rewarding career in financial services. Responsibilities include meeting clients to understand their goals, educating them on financial strategies, and offering solutions like life insurance and investments. The position demands strong communication skills and a motivation for client-focused work, with an estimated first-year compensation of $50,000 to $75,000 including bonuses.