Wealth Advisor

Mariner; West Des Moines (IA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Progressive opportunities

Work-life balance

Professional growth

Job summary

A financial advisory firm in West Des Moines is seeking an experienced Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. The ideal candidate will have a Bachelor's degree, extensive experience in financial planning, and must possess a Series 65, CFP or CFA certification. Responsibilities include preparing customized financial portfolios and cultivating client relationships while mentoring new associates. The company promotes a diverse culture and offers growth opportunities.

Qualifications

• 5+ years' experience in financial planning, accounting, or legal fields.
• Certification Series 65, CFP or CFA required.
• Experience with high net worth clients preferred.

Responsibilities

• Provide comprehensive wealth management advice.
• Prepare customized financial plans and portfolios.
• Cultivate and lead client relationships.
• Execute client requests and update information.
• Participate in obtaining new clients.
• Train and mentor new associates.

Skills

Wealth management experience

Interpersonal skills

Attention to detail

Organizational skills

Communication skills

Education

Bachelor’s degree

Tools

eMoney

MoneyGuide Pro

Job description

Responsibilities

• Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients

• Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions

• Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs

• Effectively work with your team and available resources in support of our clients, executing client requests and updating information

• Active participant in obtaining new clients in partnership with strategic relationships and community networks

• Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates

Qualifications

• Bachelor’s degree required

• 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience

• Series 65, CFP or CFA required

Skills & Knowledge

• Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning

• Previous experience with high net worth or ultra-high net worth clients

• Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)

• Highly effective interpersonal, relationship management and communication skills

• Demonstrated talent development experience, training new staff, mentoring interns, etc.

• Excellent organizational and time management skills in a high energy environment to manage multiple priorities

• Strong attention to detail

Note: All Wealth Advisors must have a clean U4 with no disclosures.

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

EOE M/F/D/V