Financial Advisor

MOHR Talent; Slater (IA); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Internal advancement path

Direct mentorship

Fully supported licensing

Job summary

A leading financial advisory firm in Slater, IA is seeking a Financial Advisor to join their high-performing team. This role offers a clear advancement path to Lead Advisor and significant client interaction from day one. Ideal candidates are detail-oriented, client-focused, and eager to grow within the wealth management industry, with a strong emphasis on mentorship and professional development.

Qualifications

• 1+ years of experience in financial services, wealth management, insurance, or banking.
• Desire to earn advanced credentials (CFP® encouraged within 2 years).
• High integrity, strong follow-through, and enthusiasm for learning and advancement.

Responsibilities

• Join client meetings alongside senior advisors and document key follow-up items.
• Assist in building and updating financial plans and proposals.
• Manage client workflows, tasks, and communication in CRM.

Skills

Excellent communication

Organization

Relationship-building

Attention to detail

Client-first approach

Education

Bachelor’s degree in Finance, Business, Economics, or a related field

Job description

Financial Advisor

Location: Slater, IA (In-Office) | $70,000–$85,000 base + 15% performance bonus

Clear path to Lead Advisor within ~2 years.

We’ve partnered with a high‑performing wealth advisory team known for delivering exceptional client service, personalized financial guidance, and a supportive, growth‑minded culture. Due to an internal advancement, the team is adding a Financial Advisor to support a growing client base in the market.

This role is ideal for a rising financial professional who wants to learn directly from seasoned advisors, gain hands‑on planning experience, and grow toward a full advisory role. If you’re detail‑oriented, client‑focused, and hungry to develop your career, this role offers the perfect environment to thrive.

Skill‑building

• Plan, service, operations, and client meetings from day one.
• Leadership invests in your growth and long‑term success.
• Help clients make decisions that improve their lives and futures.

Responsibilities

• Join client meetings alongside senior advisors and document key follow‑up items.
• Assist in building and updating financial plans, proposals, and supporting materials.
• Manage client workflows, tasks, and communication in the firm’s CRM.
• Maintain a seamless end‑to‑end client experience — from preparation to follow‑through.
• Communicate professionally with clients by phone, email, and in person.
• Complete required licensing (Life & Health, Series 7 & 63) with full support and training.

Qualifications

• 1+ years of experience in financial services, wealth management, insurance, or banking.
• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Excellent communication, organization, and relationship‑building skills.
• Strong attention to detail and a proactive, client‑first approach.
• Desire to earn advanced credentials (CFP® encouraged within 2 years).
• High integrity, strong follow‑through, and enthusiasm for learning and advancement.

Benefits

• Internal advancement path: Designed to grow into a Lead Advisor role.
• Direct mentorship: Work side‑by‑side with experienced, well‑respected advisors.
• Fast learning curve: Hands‑on exposure to planning, analysis, and client strategy.
• Fully supported licensing: All education, exam prep, and training materials included.
• Client impact: Play a meaningful part in helping families build financial confidence.