Financial Advisor

TrueWealth Stewardship, LLC; Marion (IA); Vor Ort; USD 65.000 - 90.000; Vollzeit

Zusammenfassung

TrueWealth Stewardship, LLC is seeking an Associate Financial Advisor in Marion, Iowa. The role involves understanding client goals, assessing financial situations, and developing comprehensive financial plans.

You will analyze investments, implement retirement and tax strategies, and monitor portfolios while maintaining regulatory compliance. You will also support business development through networking and referrals and work with colleagues to deliver high-quality, client-focused service

Qualifikationen

• Bachelor’s degree preferred (finance/economics/business/psychology/history/communications).
• Advanced credentials such as CFP®, CFA®, or similar certifications are beneficial but not required.
• Willingness to pursue professional development and stay current with industry standards.
• Strong knowledge of financial and retirement planning processes and concepts.

Aufgaben

• Analyze investment options and recommend retirement, tax, and savings strategies.
• Monitor portfolios for performance and risk.
• Prepare and present financial reports; update plans as client needs change.
• Maintain records in accordance with regulatory requirements.
• Support business development, including networking and cultivating client referrals.
• Collaborate with colleagues to deliver high-quality service.

Kenntnisse

Outgoing personality

Attention to detail

Analytical skills

Communication skills

Interpersonal skills

Financial planning knowledge

Client relationships

Ausbildung

Bachelor’s degree preferred

Tools

Financial planning software

CRM tools

Office applications

Jobbeschreibung

Associate Financial Advisor

Company Description

TrueWealth Stewardship, LLC helps smart people develop and deploy a personalized financial strategy to grow and protect their wealth without confusing advice or paying excessive taxes.

Our work includes retirement and estate planning, tax planning, and investment portfolio management tailored to each client’s circumstances and stage of life. We work closely with individuals, families, and their professional advisors, primarily in Iowa and across the United States, helping them make informed financial decisions and build confidence in their long-term plans.

We value integrity, transparency, and a client-centered service mentality. Our team offers professionals the opportunity to grow their expertise, build lasting client relationships, and make a meaningful difference in people’s lives.

Role Description

This is a full-time, on-site Associate Financial Advisor position based in Marion, Iowa. The Associate Financial Advisor will work with clients to understand their goals, assess their financial situations, and develop and maintain comprehensive financial plans.

Responsibilities include analyzing investment options, recommending retirement, tax, and savings strategies, and monitoring portfolios for performance and risk. The role also involves preparing and presenting financial reports, updating plans as client needs change, and maintaining detailed records in accordance with regulatory requirements.

The Associate Financial Advisor will support business development, including networking and cultivating client referrals, and collaborate with colleagues to deliver consistent, high-quality service.

Qualifications/Personal Traits

• Outgoing personality who enjoys working with a variety of personalities on a daily basis


• Attention to detail and commitment to ethical standards and regulatory compliance


• Strong analytical, quantitative, and problem-solving skills


• Ability to explain complex concepts clearly and build long-term client relationships


• Excellent interpersonal and communication skills, with the ability to work collaboratively on-site and engage with clients in a professional, empathetic manner.


• Strong knowledge of financial and retirement planning, or a willingness and ability to embrace continuous learning via professional development.


• Ability to help develop and implement comprehensive client strategies


• Bachelor’s degree in finance, economics, business, psychology, history, or communications is preferred but not required


• Advanced credentials such as RMA®, CRC®, CFP®, CFA®, or similar certifications are beneficial but not required


• Proficiency with financial planning software, CRM tools, and standard office applications;