Financial Advisor

Financial Integrators

Des Moines (IA)

Hybrid

USD 55,000 - 85,000

Full time

12 days ago

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Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

PTO & holidays

Volunteer time off

Parental leave

401(k) plan

Employee assistance program

Job summary

Financial Integrators is seeking a relationship-driven Financial Advisor to turn complex financial data into clear, actionable roadmaps for families and business owners. This client-facing role rewards strategic thinking, proactive problem-solving, and elite service.

Based in hybrid office locations across Iowa and surrounding states, you will design client roadmaps, deliver strategic advice, educate clients on products, and stay current on market trends while maintaining compliance and security.

Qualifications

Bachelor's degree in Finance, Business, or a related area of study required or strongly preferred.
Valid FINRA Series 7 and 66 licenses are highly preferred; non-licensed candidates may be considered if they obtain licensure within three months.
2+ years of experience in the financial industry is highly desired; CFP certification is a strong plus.
Strong understanding of investments, risk management tools, and asset management strategies/analysis.
Excellent oral and written communication and relationship-building skills; self-starter and problem solver.

Responsibilities

Discover and design client roadmaps by consulting with clients to ascertain financial objectives, risk tolerance, income, and assets.
Deliver strategic advice and educate clients on available products and services; ensure elite service.
Maintain compliance, security, and market insight through ongoing research and regulatory training.

Skills

Relationship-building

Client communication

Strategic thinking

Self-starter

Education

Bachelor's degree in Finance, Business, or a related area of study

Job description

Description

We're seeking a relationship-driven Financial Advisor to turn complex financial data into clear, actionable roadmaps that give families peace of mind. This collaborative, client-facing role is perfect for a strategic thinker who thrives on trust-building, proactive problem-solving, and delivering elite service.

Description

Location

This position is based in Coralville, IA, Des Moines, IA, Fairfield, IA, Madison, WI, Joplin, MO. A hybrid work schedule is available, with a mix of in-office and remote work to support collaboration, flexibility, and business needs.

Who We Are

Financial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals, families, and business owners. By combining personalized financial planning with professional asset management, tax optimization, and estate strategies, they unify every aspect of a client's financial life into one cohesive roadmap. Whether protecting assets through tailored insurance or navigating business succession and retirement plans, Financial Integrators uses a collaborative, team-based approach to provide the clarity and confidence needed to secure a lasting financial legacy.

What You’ll Do

Discover & Design Client Roadmaps

Consult with clients to clearly ascertain their financial objectives, risk tolerance, income, expenses, and assets.

Develop comprehensive financial plans by leveraging client financial data and maintaining knowledge of industry best practices.

Implement strategies that align directly with each client's unique long-term monetary goals.

Deliver Strategic Advice & Client Education

Offer strategic guidance regarding vital risk management strategies, including insurance coverage, annuity products, and debt management tools.

Educate clients on available products and services

Exceed customer expectations daily by delivering accurate, efficient, courteous, and professional service.

Maintain Compliance, Security, & Market Insight

Perform ongoing market research to stay current with financial trends and macroeconomic shifts.

Maintain compliance with regulations and security processes within the financial industry to safeguard sensitive client information.

Complete all mandatory training and continuing education required by FINRA

What’s in it for you?

We provide a total rewards package focused on your health, family, and financial security. This includes comprehensive medical, dental, and vision options alongside company-paid disability and life insurance. We support your work-life balance with PTO, paid holidays, volunteer time off, and paid parental leave. Finally, we invest in your future through a 401(k) plan and a robust Employee Assistance Program for professional support.

Compensation

The anticipated base salary ranges from $55,000 to $85,000, depending on your professional background and active licensures. In addition to base pay, this position includes eligibility for bonuses based on variable compensation, rewarding your impact on firm growth.

Requirements

Bachelor's degree in Finance, Business, or a related area of study.

Valid FINRA Series 7 and 66 licenses are highly preferred. We will consider non-licensed individuals under the agreement that they successfully obtain full licensure within three (3) months of employment.