Lead Advisor & Client Wealth Strategist

Modern Wealth Management; Glidden Township (IA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Generous continuing education support

100% company paid health, dental, and vision premiums

4% company 401k match, 100% vested

Job summary

A financial services firm in Iowa seeks a Lead Advisor to manage ongoing client relationships and financial strategies. This role requires strong skills in financial planning and investment management, alongside mentoring Relationship Managers. Applicants should have a Bachelor's degree in finance or a related field and CFP certification, with at least 5 years of experience in financial services. The company offers generous benefits including health coverage and a 401k match.

Qualifications

• 5 years experience in financial planning, investment management, or a related field.
• Strong client management and retention skills.
• Ability to mentor and coach subordinates.

Responsibilities

• Conduct all ongoing client meetings unassisted.
• Solve complex financial and estate planning issues.
• Monitor and follow up on lead flow.

Skills

Financial planning

Client relationship management

Investment management

Leadership

Education

Bachelor's degree in finance, economics, business administration or related field

Certified Financial Planner (CFP)

Job description

A financial services firm in Iowa seeks a Lead Advisor to manage ongoing client relationships and financial strategies. This role requires strong skills in financial planning and investment management, alongside mentoring Relationship Managers. Applicants should have a Bachelor's degree in finance or a related field and CFP certification, with at least 5 years of experience in financial services. The company offers generous benefits including health coverage and a 401k match.