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Entry-Level Financial Advisor
Job in
Des Moines, Polk County, Iowa, 50319, USA
Listed on 2026-06-19
Listing for:
Financial Architects Inc
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant -
Sales
Financial Sales
Job Description & How to Apply Below
Financial Architects, Inc. is rapidly expanding and is looking for an entry‑level Financial Advisor to join our team in Des Moines, IA. Candidates must reside in Iowa. This full‑time role offers a flexible schedule with 1–2 days on the office per week and the remainder worked remotely or for client appointments. There are no sales territories; you can serve clients nationwide.
Responsibilities- Build relationships with clients in your community and beyond.
- Assess financial needs and create customized plans.
- Receive ongoing support and mentorship from experienced advisors.
- Use modern tools and technology to manage client accounts.
- Expand your client base through networking and referrals.
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve their financial goals.
- Create customized financial plans based on each client’s life stage, professional circumstances, and fluctuating needs.
- Determine cash flow, income, financial status, goals, assets, and all other financial situations related to wealth management to help clients define and achieve their objectives.
- Be a coachable, organized team member interested in pursuing training, development, and educational opportunities.
- Identify and secure new clients to serve as a trusted advisor for crucial financial decisions.
- A self‑starter with a strong work ethic and a desire to learn.
- Passionate about helping others and making a difference.
- Comfortable talking to people and building long‑term relationships.
- Open to feedback and mentorship.
- Interested in a career with flexibility and growth potential.
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers.
- Working knowledge of financial products, the financial industry, or personal financial advisor or planner roles is essential.
- Basic knowledge of Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs.
- Valid FINRA Series 7 and 63/66 licenses are considered a plus (not required).
- A Bachelor’s degree in business administration, finance, or a related field.
$80,000 – $105,000 per year.
Benefits- Medical, Dental, Vision coverage.
- Flexible Spending Account.
- Short and Long Term Disability Insurance.
- Group Life and AD&D.
- 401(k) with up to 3% match.
- Pension Plan.
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