Entry-Level Wealth Manager

Financial Architects Inc.; Des Moines (IA); Hybrid; USD 80,000 - 105,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Flexible Spending Account

Short & Long-Term Disability

Group Life and AD&D

401(k) with match

Pension Plan

Job summary

Financial Architects Inc. is seeking an entry-level Wealth Manager to guide clients toward financial clarity. The role blends in-office and remote client meetings, fostering growth and professional development within a collaborative team.

You will learn wealth planning essentials, refine communication and analytical skills, and build trusted advisor relationships as you contribute to client outcomes in a flexible schedule.

Qualifications

• Entry-level wealth manager role requiring strong communication and interpersonal abilities.
• Role emphasizes growth, learning wealth management concepts, and client interaction.

Responsibilities

• Meet with clients in person or virtually to discuss financial goals.
• Develop financial plans under supervision and guidance.
• Collaborate with team to deliver high-quality client service.

Skills

Communication skills

Analytical skills

Relationship-building

Job description

We can only hire candidates who

anywhere in the U.S.

Important Location Note

We can only hire candidates who currently reside in Iowa. There are no territory restrictions—once licensed, you can serve clients anywhere in the U.S.

This is a full-time opportunity offering a flexible schedule. Team members are expected in the office 1–2 days per week, with the remaining time dedicated to remote work and in-person or virtual client appointments.

• Flexible Spending Account (FSA)
• Short & Long-Term Disability
• Group Life and AD&D
• 401(k) with up to 3% match
• Pension Plan

Benefits Include

• Medical, Dental, Vision
• Flexible Spending Account (FSA)
• Short & Long-Term Disability
• Group Life and AD&D
• 401(k) with up to 3% match
• Pension Plan

At Financial Architects Inc, we empower clients to achieve financial clarity and stability through well-structured plans and strategies. As an Entry-Level Wealth Manager, you'll be stepping into a role that values growth, both personally and professionally. You'll learn the essentials of wealth management and financial planning, honing your communication, analytical, and relationship-building skills to become a trusted advisor. You'll be part of a team that believes in collaboration and innovation, offering you the tools and support necessary to thrive.

In this client-facing role, you'll enjoy a flexible schedule, balancing time between our office and remote work. While you'll need to be in the office one to two days a week, the rest of your time will be dedicated to meeting with clients, either in person or virtually. We offer a competitive benefits package, including medical, dental, and vision insurance, as well as a 401(k) with up to a three percent match and a pension plan. Join us at Financial Architects Inc, and let's build a rewarding career together.

Compensation: $80,000 – $105,000