Jobs · Finance · Iowa

Financial Advisor Associate

Financial Architects Inc. · Des Moines, IA · 5 days ago
On-siteFinance$80k–$105k/yrFull-time

Responsibilities

  • Provide financial planning advice to clients
  • Build and maintain client relationships
  • Conduct financial analyses and projections
  • Develop and implement investment strategies
  • Communicate complex financial concepts clearly

Requirements

  • Bachelor’s degree in finance, economics, or related field
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Proficiency in Microsoft Office Suite

Qualifications

  • Pass the Series 65 exam
  • Experience in financial services or related field preferred

Skills

  • Financial planning
  • Client relationship management
  • Investment analysis
  • Communication skills

Benefits

  • Medical
  • Dental
  • Vision
  • Flexible Spending Account
  • Group Life and AD&D
  • 401(k) with up to 3% match
  • Pension Plan

Pay

  • $80,000 - $105,000 yearly

Schedule

  • Office: 1–2 days per week
  • Remote work and in-person/virtual client appointments: 3–5 days per week

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