Hybrid Wealth Advisor — Build Clear Financial Roadmaps

Vision Financial Group; Iowa (LA); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) plan

Paid time off

Parental leave

Job summary

Financial Integrators is seeking a relationship-driven Financial Advisor to translate complex financial data into actionable roadmaps that give families peace of mind. This client-facing role rewards strategic thinking, proactive problem-solving, and elite service.

The position is hybrid in IA/WI locations, with base salary 55k–85k plus bonuses. Requirements include a Finance degree and FINRA licenses; CFP is a plus. You'll build plans, educate clients, and stay current on market trends.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• Valid FINRA Series 7 and 66 licenses are preferred; non-licensed candidates may be considered if licensed within 3 months.
• 2+ years of financial industry experience; CFP certification is a strong plus.

Responsibilities

• Consult with clients to identify objectives, risk tolerance, income, and assets.
• Develop comprehensive financial plans using client data and current best practices.
• Provide strategic guidance on risk management, insurance, and asset management.

Skills

Relationship building

Investments

Risk management

Asset management

Communication

Education

Bachelor's degree in Finance

CFP certification

Tools

Series 7 license

Series 66 license

Job description

Financial Integrators is seeking a relationship-driven Financial Advisor to translate complex financial data into actionable roadmaps that give families peace of mind. This client-facing role rewards strategic thinking, proactive problem-solving, and elite service.

The position is hybrid in IA/WI locations, with base salary 55k–85k plus bonuses. Requirements include a Finance degree and FINRA licenses; CFP is a plus. You'll build plans, educate clients, and stay current on market trends.