Financial Advisor

JCW Group; Glidden Township (IA); On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

100% employer-paid health, dental, and vision coverage

4% 401(k) match, fully vested

Continuing education support and professional development opportunities

Job summary

A collaborative wealth management firm in Iowa is seeking an experienced Senior Financial Advisor to lead client relationships and develop new business. The ideal candidate has at least 10 years of financial planning experience and will mentor junior advisors while contributing to the firm's growth initiatives. This full-time position offers excellent benefits including employer-paid health coverage and a 401(k) match.

Qualifications

• Minimum 10 years of experience in financial planning, wealth management, or investment advisory services.
• A portable book of clients is preferred but not required.

Responsibilities

• Lead client discovery meetings and manage top-tier client relationships.
• Oversee annual reviews and financial planning for high-value households.
• Dedicate the majority of time to business development and relationship management.
• Collaborate with firm leadership on enhancing client and prospect experience.
• Mentor and develop Lead and Associate Advisors.

Skills

Client relationship management

Financial planning

Business development

Team leadership

Education

Bachelor’s degree in Finance, Economics, Business

Job description

We’re seeking an experienced Senior Financial Advisor to join a collaborative, growth-minded wealth management team. This individual will play a key leadership role—managing relationships with complex, high-net-worth clients, developing new business, and mentoring junior advisors to ensure excellence across the advisory group.

Base pay range

$130,000.00/yr - $150,000.00/yr

About the Role

Senior Advisors focus on two core areas:

• Partnering with the firm’s most sophisticated clients to deliver comprehensive financial planning and investment strategies.
• Driving new client acquisition and helping shape the long‑term growth of the practice.

This position also plays an integral part in team leadership—training, supervising, and supporting associate advisors while contributing to the firm’s broader strategic initiatives.

Key Responsibilities

• Lead client discovery meetings and manage top‑tier client relationships.
• Oversee annual reviews and financial planning for high‑value households.
• Dedicate the majority of time to business development and relationship management.
• Collaborate with firm leadership on enhancing client and prospect experience.
• Mentor and develop Lead and Associate Advisors.
• Contribute to marketing strategy, service model design, and growth initiatives.
• Ensure adherence to compliance standards and operational best practices.
• Participate in or support investment committee discussions and portfolio strategy.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Minimum 10 years of experience in financial planning, wealth management, or investment advisory services.
• A portable book of clients is preferred but not required.
• 100% employer‑paid health, dental, and vision coverage (employee only).
• 4% 401(k) match, fully vested.
• Continuing education support and professional development opportunities.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance