Financial Advisor Associate

DSB Rock Island; Plymouth (MN); On-site; USD 90,000 - 130,000; Full time

Job summary

DSB Rock Island Wealth Management is looking for a Wealth Plan Specialist to help clients achieve their financial goals through comprehensive planning. This role emphasizes client engagement and requires strong analytical, organizational, and communication skills. Join a dynamic team committed to professional development and client-focused service.

Qualifications

• 3+ years of financial planning or wealth management experience.
• 2+ years at a financial planning firm.
• Possessing Series 7 and 65 licenses is required.

Responsibilities

• Enter client information into planning software and generate wealth plans.
• Create PowerPoint presentations for client meetings.
• Develop and maintain client relationships.

Skills

Interpersonal skills

Analytical skills

Communication skills

Organizational skills

Education

Bachelor’s degree in Accounting, Finance

Tools

Microsoft Office Suite

Job description

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My position is dedicated to finding and hiring the current and future amazing talent in the accounting and financial services industry.

Join the DSB Rock Island Wealth Management Team

Are you passionate about helping clients achieve their financial goals? Join our growing Wealth Management team as a Wealth Plan Specialist at DSB Rock Island Wealth Management. We are seeking a dedicated individual who can create and maintain comprehensive financial plans, focusing on the unique needs of our clients in areas such as cash flow, retirement planning, estate planning, education planning, and major purchase planning.

About Us: DSB Rock Island Wealth Management is home to a team of experienced financial professionals, committed to serving the needs of individuals and families throughout Minnesota and across the United States.

Our Team Culture: At DSB Rock Island Wealth Management, we value our team members and strive to create a positive and supportive work environment. Our company operates on EOS (Entrepreneurial Operating System), which fosters clear communication, effective delegation, and a culture of continuous improvement. As a member of our team, you will have the opportunity to contribute to the growth and success of the firm while enjoying professional development opportunities and recognition for your contributions.

Core Values

• We are TRUE to our word
• We are COMMITTED to mastery
• We seek first to SERVE

As a Wealth Management Specialist, you will play a key role in delivering exceptional service to our clients. Your responsibilities will include:

• Enter client information into Comprehensive Financial Planning Software and generate wealth plans
• Prepare and mail introduction packages with an engagement letter, document request, and Wealth Questionnaire
• Demonstrate the Wealth Plan software to potential clients
• Assist clients in aggregating their accounts into the system
• Develop a close, long-term relationship with wealth plan clients to understand their current circumstances and future needs or wishes
• Create PowerPoint presentations summarizing the Wealth Plans for client meetings
• Provide annual reviews
• Manage clients’ individual wealth planning websites to maintain current information
• Review and modify systems to enhance the wealth planning experience
• Continually seek ways to improve the wealth planning process
• Develop and maintain written systems of all wealth planning activities
• Perform other duties as assigned

Qualifications and Competencies

• A genuine interest in serving and caring for other people.
• Excellent interpersonal skills with a focus on extraordinary client service.
• Strong analytical and communication skills.
• Excellent organizational and time management skills.
• Proven ability to handle multiple tasks and manage stress.
• Proficiency with Microsoft Office Suite.
• Regular and reliable attendance.

Education and Experience

• Bachelor’s degree in Accounting, Finance, or similar field of study.
• 3+ years of financial planning, wealth management, or public accounting experience.
• 2+ years of experience in a financial planning firm.
• Series 7 and 65 licenses.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Accounting, Financial Services, and Investment Management

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