Entry-Level Wealth Manager - Remote & Flexible Growth

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

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.