Financial Advisor Associate

Financial Architects Inc; Des Moines (IA); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Flexible Spending Account (FSA)

Short & Long-Term Disability

Group Life and AD&D

401(k) with up to 3% match

Pension Plan

Job summary

Financial Architects Inc is looking for a Financial Advisor – Associate in Des Moines, Iowa. This full-time role involves building relationships with clients, assessing financial needs, and developing strategies while participating in mentorship and training programs. Candidates must reside in Iowa and possess a Bachelor’s degree in a related field. The position offers a flexible schedule with a mix of remote work and in-person client meetings.

Compensation ranges from $80,000 to $105,000 annually, with benefits including medical, dental, vision, and a 401(k) matching plan.

Qualifications

• Self-starter with strong work ethic and a desire to learn.
• Comfortable talking to people and building long-term relationships.
• Interested in a career with flexibility, growth, and meaningful impact.

Responsibilities

• Build relationships with clients in your community and beyond.
• Learn to assess financial needs and develop customized strategies.
• Participate in ongoing training, mentorship, and coaching.
• Expand a client base through networking, referrals, and community outreach.
• Provide recommendations across financial products and planning solutions.
• Create and update financial plans based on life stage and goals.
• Stay organized, coachable, and committed to professional development.

Skills

Strong communication skills

Analytical mindset

Client relationship building

Self-starter

Education

Bachelor’s degree in business, finance, or related field

Tools

Microsoft Office

Google Suite

CRM tools

Job description

Financial Architects is growing quickly, and we’re adding a Financial Advisor – Associate who is eager to have a long‑term career in financial services. This is a client‑facing role where you’ll learn the fundamentals of wealth management and financial planning while developing the communication, analytical, and relationship‑building skills needed to become a trusted advisor. We can only hire candidates who currently reside in Iowa. This is a full‑time opportunity offering a flexible schedule. Team members are expected in the office 1–2 days per week, with the remaining time dedicated to remote work and in‑person or virtual client appointments.

Benefits

• Medical, Dental, Vision
• Flexible Spending Account (FSA)
• Short & Long‑Term Disability
• Group Life and AD&D
• 401(k) with up to 3% match
• Pension Plan

Responsibilities

• Build relationships with clients in your community and beyond
• Learn to assess financial needs and develop customized strategies
• Participate in ongoing training, mentorship, and coaching
• Expand a client base through networking, referrals, and community outreach
• Provide recommendations across financial products and planning solutions
• Create and update financial plans based on life stage and goals
• Stay organized, coachable, and committed to professional development

Qualifications

• Self‑starter with strong work ethic and a desire to learn
• Comfortable talking to people and building long‑term relationships
• Interested in a career with flexibility, growth, and meaningful impact
• Strong communication skills; analytical mindset is a plus
• Bachelor’s degree in business, finance, or related field required
• Familiarity with Microsoft Office/Google Suite/CRM tools is helpful
• FINRA Series 7 & 63/66 is a plus (not required to apply)

Compensation

$80,000 – $105,000 per year