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Wealth Management Client Acquisition Pro
Job in
West Des Moines, Polk County, Iowa, 50265, USA
Listed on 2026-08-26
Listing for:
Desla Wealth Management
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
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.
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