Financial Advisor

Financial Advisor

Location:

Slater, IA (In-Office) | $70,000–$85,000 base + 15% performance bonus

Clear path to Lead Advisor within ~2 years.

We’ve partnered with a high‑performing wealth advisory team known for delivering exceptional client service, personalized financial guidance, and a supportive, growth‑minded culture. Due to an internal advancement, the team is adding a Financial Advisor to support a growing client base in the market.

This role is ideal for a rising financial professional who wants to learn directly from seasoned advisors, gain hands‑on planning experience, and grow toward a full advisory role. If you’re detail‑oriented, client‑focused, and hungry to develop your career, this role offers the perfect environment to thrive.

• Plan, service, operations, and client meetings from day one.
• Leadership invests in your growth and long‑term success.
• Help clients make decisions that improve their lives and futures.

• Join client meetings alongside senior advisors and document key follow‑up items.
• Assist in building and updating financial plans, proposals, and supporting materials.
• Manage client workflows, tasks, and communication in the firm’s CRM.
• Maintain a seamless end‑to‑end client experience — from preparation to follow‑through.
• Communicate professionally with clients by phone, email, and in person.
• Complete required licensing (Life & Health, Series 7 & 63) with full support and training.

• 1+ years of experience in financial services, wealth management, insurance, or banking.
• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Excellent communication, organization, and relationship‑building skills.
• Strong attention to detail and a proactive, client‑first approach.
• Desire to earn advanced credentials (CFP® encouraged within 2 years).
• High integrity, strong follow‑through, and enthusiasm for learning and advancement.

• Internal advancement path:
  Designed to grow into a Lead Advisor role.
• Direct mentorship:
  Work side‑by‑side with experienced, well‑respected advisors.
• Fast learning curve:
  Hands‑on exposure to planning, analysis, and client strategy.
• Fully supported licensing:
  All education, exam prep, and training materials included.
• Client impact:
  Play a meaningful part in helping families build financial confidence.