Wealth Growth & Client Acquisition Specialist

Desla Wealth Management, LLC; West Des Moines (IA); Hybrid; USD 65,000 - 110,000; Full time

Benefits offered by this job

Commission-based pay

Training and development

Collaborative team environment

Job summary

Desla Wealth Management, LLC is seeking a motivated Client Acquisition Specialist to grow our advisory team. You will build relationships, identify opportunities, and guide prospects toward long-term investment success.

Ideal candidates excel at networking, presenting tailored investment strategies, and meeting acquisition targets within a transparent and disciplined advisory environment.

Qualifications

• Bachelor’s degree or higher in finance, economics, business, or related field.
• Proven experience in investment sales, client acquisition, or financial advisory.
• Strong understanding of financial markets and investment products.
• Excellent communication, interpersonal, and negotiation skills.
• Demonstrated ability to build and maintain long-term client relationships.
• Self-driven with a strong desire to meet and exceed acquisition goals.
• Relevant certifications (Series 65 or Series 66).

Responsibilities

• Develop and maintain a deep understanding of Desla’s investment products, planning strategies, and advisory process.
• Identify prospective clients through networking, referrals, and outbound outreach.
• Conduct comprehensive financial assessments to understand client goals, risk tolerance, and time horizons.
• Provide personalized investment recommendations aligned with our evidence-based approach.
• Present tailored investment strategies clearly and confidently.
• Achieve individual acquisition and conversion targets while supporting broader team objectives.
• Stay current on market trends, investment products, and regulatory requirements.

Skills

Communication skills

Interpersonal skills

Negotiation skills

Client acquisition

Financial advisory

Sales experience

Education

Bachelor’s degree in finance, economics, business, or related field

Job description

Desla Wealth Management, LLC is seeking a motivated Client Acquisition Specialist to grow our advisory team. You will build relationships, identify opportunities, and guide prospects toward long-term investment success.

Ideal candidates excel at networking, presenting tailored investment strategies, and meeting acquisition targets within a transparent and disciplined advisory environment.