Hybrid Wealth Advisor (Entry-Level)

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with 3% match

Pension plan

Job summary

Financial Architects Inc. is seeking an Entry-Level Wealth Manager in Des Moines, IA to develop skills in wealth management and financial planning, becoming a trusted advisor for clients.

You'll meet clients in person and virtually with a flexible schedule, balancing office days and remote work, while collaborating with a supportive team. The role offers a robust benefits package, including health coverage, a 401(k) with match, and a pension plan.

Qualifications

• Experience in financial planning or related field is a plus.
• Ability to communicate complex financial concepts clearly.
• Proven track record building client relationships.
• Strong analytical skills to assess financial data.
• Ability to collaborate with team to develop client solutions.

Responsibilities

• Develop personalized financial plans to help clients reach financial goals.
• Conduct regular reviews of client portfolios and suggest adjustments as needed.
• Build and maintain strong relationships with clients through regular communication and trust-building activities.
• Collaborate with team members to develop innovative solutions for clients' financial needs.
• Stay informed about industry trends and regulatory changes to provide up-to-date advice.
• Participate in training sessions to enhance wealth management skills and knowledge.
• Assist in preparing detailed reports and presentations for client meetings and reviews.

Skills

Financial planning

Client relationships

Communication

Analytical skills

Team collaboration

Portfolio software

Industry trends

Tools

Portfolio management software

Job description

Financial Architects Inc. is seeking an Entry-Level Wealth Manager in Des Moines, IA to develop skills in wealth management and financial planning, becoming a trusted advisor for clients.

You'll meet clients in person and virtually with a flexible schedule, balancing office days and remote work, while collaborating with a supportive team. The role offers a robust benefits package, including health coverage, a 401(k) with match, and a pension plan.