Senior Wealth Advisor — Client Growth & Planning

Windward Recruiting; Iowa (LA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Paid time off

Paid holidays

Job summary

Windward Recruiting seeks an experienced Financial Advisor to join an established wealth management team in Dubuque or Iowa City, Iowa. The role focuses on managing existing client relationships while growing the client base and delivering comprehensive financial planning and investment advice.

The ideal candidate will actively participate in client meetings, develop financial plans, drive portfolio strategy, onboard new clients, and contribute to business development, mentoring junior staff as

Qualifications

• 5+ years of relevant financial advisory experience.
• Strong financial planning and investment knowledge.
• Excellent communication skills and client relationship abilities.
• Ability to mentor and develop other team members.

Responsibilities

• Manage existing client relationships and help clients develop long-term wealth goals.
• Develop comprehensive financial plans and strategic recommendations.
• Advise on investment strategies within client plans and portfolios.
• Lead client meetings with financial analysis and planning discussions.
• Coordinate onboarding and asset transfers with operations.

Education

Bachelor’s degree in Accounting, Finance, Economics, or a related discipline

Tools

SIE

Series 65

Series 7

Series 66

Job description

Windward Recruiting seeks an experienced Financial Advisor to join an established wealth management team in Dubuque or Iowa City, Iowa. The role focuses on managing existing client relationships while growing the client base and delivering comprehensive financial planning and investment advice.

The ideal candidate will actively participate in client meetings, develop financial plans, drive portfolio strategy, onboard new clients, and contribute to business development, mentoring junior staff as