Junior Financial Planner - Wealth Management & Planning

Energy Jobline ZR; Clive (IA); On-site; USD 40,000 - 60,000; Full time

Job summary

McGill Junge Wealth Management in Des Moines, Iowa, seeks a Financial Planning Associate to support comprehensive wealth planning and investment management for clients. You will assist in building and updating financial plans, handling client service requests, and preparing materials for client meetings under guidance of senior advisors.

With exposure to planning, investments, and insurance operations, you’ll rotate across roles and interact with Advisors to deliver tailored strategies for

Qualifications

• Pursuing Bachelor’s degree with major in finance, economics, accounting, financial planning, or related field required (Junior or Senior status)
• Willingness to obtain FINRA SIE, Series 7 and Series 63 exams
• Strong client service orientation and interest in financial advising/wealth management

Responsibilities

• Assist with building and updating comprehensive financial plans
• Support investment operations and insurance operations
• Manage client service relationships and respond to client service requests
• Prepare for client presentations and review meetings
• Prepare reports for planning and advisory reviews and maintain client records
• Rotate through planning and investment responsibilities with advisory team

Skills

Client service

Financial planning

Investment operations

Team collaboration

Attention to detail

Analytical thinking

Strong communication

Education

Bachelor’s degree in finance/economics/accounting/financial planning (pursuing)

Tools

Planning Experience (PX)

NetX360

ENV2

Illustrations

CRM

Job description

McGill Junge Wealth Management in Des Moines, Iowa, seeks a Financial Planning Associate to support comprehensive wealth planning and investment management for clients. You will assist in building and updating financial plans, handling client service requests, and preparing materials for client meetings under guidance of senior advisors.

With exposure to planning, investments, and insurance operations, you’ll rotate across roles and interact with Advisors to deliver tailored strategies for