Financial Advisor

Vision Financial Group; Iowa (LA); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) plan

Paid time off

Parental leave

Job summary

Financial Integrators is seeking a relationship-driven Financial Advisor to translate complex financial data into actionable roadmaps that give families peace of mind. This client-facing role rewards strategic thinking, proactive problem-solving, and elite service.

The position is hybrid in IA/WI locations, with base salary 55k–85k plus bonuses. Requirements include a Finance degree and FINRA licenses; CFP is a plus. You'll build plans, educate clients, and stay current on market trends.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• Valid FINRA Series 7 and 66 licenses are preferred; non-licensed candidates may be considered if licensed within 3 months.
• 2+ years of financial industry experience; CFP certification is a strong plus.

Responsibilities

• Consult with clients to identify objectives, risk tolerance, income, and assets.
• Develop comprehensive financial plans using client data and current best practices.
• Provide strategic guidance on risk management, insurance, and asset management.

Skills

Relationship building

Investments

Risk management

Asset management

Communication

Education

Bachelor's degree in Finance

CFP certification

Tools

Series 7 license

Series 66 license

Job 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.

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.
• 2+ years of experience in the financial industry is highly desired; Certified Financial Planner (CFP) certification is a strong plus.
• Strong understanding of investments, risk management tools, and asset management strategies/analysis.
• Self-starter, problem solver, goal-oriented, and a dedicated team player with excellent oral/written communication and relationship-building skills.

Physical Requirements

• Ability to sit or stand for extended periods in an office environment.