Financial Planner

West Financial Advisors, LLC; Des Moines (IA); On-site; USD 75,000 - 110,000; Full time

Job summary

West Financial Advisors, LLC is seeking a motivated professional to support lead advisors with financial planning analyses and client-specific insights in Des Moines. You will generate plans, identify opportunities and risks, and present strategies with clear visual aids to clients.

The role involves coordinating the planning process, data management in CRM systems, and collaboration with the tax team to optimize client outcomes.

Qualifications

• Bachelor's degree in business, finance, accounting or related program.
• CFP designation or significant progress toward earning it, or equivalent.
• Professional credentials.
• Series 65 or Registered Investment Adviser required.
• 3 to 7 years experience.
• Proficient in CRM and financial planning platforms & skilled in core business software.
• Highly motivated, resourceful, and able to work independently and with team.
• Robust analytical and problem-solving skills & ability to perform complex calculations.
• Strong verbal and written communication skills.

Responsibilities

• Generate financial plans and analyses for clients and identify opportunities, risks, and strategies.
• Research and communicate financial strategies that will grow and protect client wealth.
• Design and deliver client-specific analyses with high-quality visual aids that simplify complex ideas.
• Coordinate the comprehensive client planning process, including implementation and monitoring of client recommendations, and ensure follow up action items are completed on a timely basis.
• Manage client planning and financial data in planning and client CRM systems.
• Document clients contact data, discussions, and action items in CRM system.
• Manage client interactions and prepare account service items as needed.
• Support tax team with processing tax returns and present tax planning opportunities to clients.
• Collaborate with team members to improve client interactions and operational efficiencies.

Skills

Communication skills

Analytical thinking

Problem solving

Detail-oriented

Independent work

CRM proficiency

Education

Bachelor's degree in business/finance

CFP designation or progress toward

Series 65 or Registered Investment Adviser

Professional credentials

Tools

CRM systems

Financial planning platforms

Office software

Job description

West Financial Advisors is an established and growing fee-only wealth management firm located in the vibrant Des Moines East Village. We provide comprehensive financial planning and investment management services to help clients grow and protect their wealth. We are seeking a motivated and detail-oriented individual to support lead advisors with financial planning analysis.

Client Responsibilities

• Generate financial plans and analyses for clients and identify opportunities, risks, and strategies
• Research and communicate financial strategies that will grow and protect client wealth
• Design and deliver client-specific analyses with high-quality visual aids that simplify and communicate complex ideas
• Coordinate the comprehensive client planning process, including implementation and monitoring of client recommendations, and ensure follow up action items are completed on a timely basis
• Manage client planning and financial data in planning and client CRM systems
• Document clients contact data, discussions, and action items in CRM system
• Manage client interactions and prepare account service items as needed

Firm & Team Responsibilities

• Support tax team with processing tax returns and present tax planning opportunities to clients
• Utilize effective communication with team members to ensure accurate and complete data and analysis for clients
• Collaborate with team members to improve client interactions and operational efficiencies
• Follow the strategic direction of the leadership team according to the company’s business plan, vision, and compliance standards.

Qualifications

• Bachelor’s degree program in business, finance, accounting or related program
• Certified Financial Planner (CFP) designation or significant progress toward earning it, or equivalent
• professional credentials
• Series 65 or Registered Investment Adviser required
• 3 to 7 years experience
• Proficient in CRM and financial planning platforms and skilled in core business software applications to support daily operational needs
• Highly motivated, resourceful, and able to work both independently and with other team members
• Robust analytical and problem-solving skills and ability to perform complex mathematical calculations
• Strong verbal and written communication skills