Wealth Management Client Acquisition Pro

Desla Wealth Management; West Des Moines (IA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary with a performance‑

based commission structure

Ongoing training, mentorship, and

professional development

A supportive, collaborative enviroment

grounded in transparency and integrity

Job summary

Desla Wealth Management is seeking a motivated Client Acquisition Specialist to join our advisory team. You will identify prospective clients, conduct financial assessments, and guide them toward long-term investment success with clarity and disciplined advice.

In this role, you’ll expand Desla’s client base through networking and referrals, present tailored strategies, and maintain strong relationships while meeting acquisition targets.

Qualifications

• Bachelor’s degree 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 understanding of Desla’s investment products, planning strategies, and advisory process.
• Identify prospective clients through networking, referrals, and outbound outreach.
• Conduct 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 acquisition and conversion targets while supporting team objectives.
• Stay current on market trends, investment products, and regulatory requirements.

Skills

Excellent communication skills

Interpersonal skills

Negotiation skills

Self-motivated with acquisition goals

Relationship-building

Education

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

Job description

Desla Wealth Management is seeking a motivated Client Acquisition Specialist to join our advisory team. You will identify prospective clients, conduct financial assessments, and guide them toward long-term investment success with clarity and disciplined advice.

In this role, you’ll expand Desla’s client base through networking and referrals, present tailored strategies, and maintain strong relationships while meeting acquisition targets.