Remote Wealth Planner Associate

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

Benefits offered by this job

Medical, Dental, Vision

401(k) match up to 3%

Flexible schedule/Remote option

Job summary

Financial Architects Inc. is seeking a Financial Advisor Associate in Des Moines, IA. This role focuses on growth and expertise, with mentorship and resources to excel in wealth management.

You’ll connect with clients nationwide, enjoying a flexible schedule and remote work with one to two days in the office weekly. We offer competitive compensation and a benefits package including medical, dental, and vision coverage, plus a 401(k) with up to a 3% match.

Qualifications

• Experience in financial planning or a related field, demonstrating a solid understanding of investment strategies.
• Ability to collaborate effectively with senior advisors to develop and implement client-focused financial plans.
• Proven track record of conducting thorough market research to identify and recommend investment opportunities.
• Strong communication skills to maintain regular, clear, and supportive interactions with clients.
• Proficiency in preparing detailed financial reports and presentations, ensuring accuracy and clarity.
• Familiarity with industry trends and regulatory changes to provide up-to-date advice to clients.
• Ability to support the onboarding process for new clients, ensuring a seamless and informative experience for them.

Responsibilities

• Collaborate with senior advisors to develop personalized financial plans that align with clients' goals.
• Conduct thorough market research to identify investment opportunities and provide informed recommendations.
• Maintain regular communication with clients to ensure their financial strategies remain on track and adapt to their changing needs.
• Assist in preparing detailed financial reports and presentations for client meetings, ensuring clarity and accuracy.
• Support the onboarding process for new clients, ensuring a seamless transition and understanding of our services.
• Stay updated on industry trends and regulatory changes to provide clients with the most current advice.
• Coordinate with internal teams to streamline processes and enhance client experience, fostering long-term relationships.

Skills

Financial planning

Client-focused financial planning

Market research

Clear client communication

Financial reporting

Industry trends awareness

Onboarding clients

Job description

Financial Architects Inc. is seeking a Financial Advisor Associate in Des Moines, IA. This role focuses on growth and expertise, with mentorship and resources to excel in wealth management.

You’ll connect with clients nationwide, enjoying a flexible schedule and remote work with one to two days in the office weekly. We offer competitive compensation and a benefits package including medical, dental, and vision coverage, plus a 401(k) with up to a 3% match.