Personal Financial Planner

Overview

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.

If you're dedicated to delivering excellent client service, start the application process today!

• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
• Educate clients on how to plan for their future financially in the event of unfortunate life circumstances
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Networking and building your personal book of business through establishing professional networks and prospecting for new clients
• Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security
• Leverage marketing and social media tools to identify and secure new clients who can benefit from having a trusted financial service professional
• Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations

• Personalized coaching and mentorship from dedicated training professionals
• Ongoing access to local managers, team member collaboration, and paired with a seasoned agent for mentorship
• Support from corporate development managers and product consultants to assist you
• Access to digital sales, prospecting, and marketing tools
• Opportunity to earn professional designations and certifications
• Sales incentives and professional development trips for top performers
• Full benefits, including medical, dental, vision, life, and disability insurance
• 401(k) and pension plan for eligible full-time agents

• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• A required Bachelor’s degree in business administration, finance, or similarly related field
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Must live in the State of Iowa
• Sales knowledge
• Strong communication skills and the ability to talk to anyone easily
• A great mindset
• Enjoy engaging in your community and networking
• Self-starter and eager to learn new things

$50,000 - $70,000 per year