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Job description
Be part of a growing organization that provides trusted financial expertise and deeply values community involvement, encouraging volunteerism and investing in the places where we live and work. As a Wealth Management Financial Advisor Officer , you will take ownership of building meaningful, long-term relationships while delivering customized investment strategies, conducting financial analysis, and serving as a trusted advisor throughout a client's financial journey. Enjoy a robust compensation and benefits package-including commission opportunities, employee ownership (ESOP), professional development, and a clear path to advance your career in a collaborative, empowering environment. Apply now!
Work Model:
On-Site
8:00 AM - 5:00 PM
What You Will Do: Establish and develop relationships with both new and existing clients
Perform customized financial evaluations, considering goals, risks, and market trends
Create and deliver personalized investment plans
Inform clients about products, planning tools, and market forecasts
Stay updated about industry regulations, updates to LPL, and product offerings
Conduct regular portfolio reviews to maintain alignment with client expectations
Engage in cross-selling opportunities and drive internal referrals
Serve as a representative of the organization and network at community events
What You Will Need to Be Successful: Bachelor's degree or equivalent experience within the financial industry
Minimum 4 years of experience in brokerage or financial services
Hold or be willing to obtain a FINRA Series 7 & 66 promptly and State Life & Health Insurance license
Must have a Series 6 license
Excellent at building and maintaining relationships
Self-motivated, organized, and collaborative
Effective verbal and written communication skills
Proficient in financial analysis and strong attention to detail
Goal-driven mindset with a desire to build business
Proven track record in prospecting and client acquisition
Skilled in Microsoft Office and preferably financial software
Excellent time management and organizational skills
Capable of same-day travel
Benefits Overview: Health, dental, and vision insurance
401k
PTO
Employee Stock Ownership Plan
Life & AD&D Insurance
Long Term Disability Plan
Paid Volunteer Hours
Professional Development and Advancement Opportunities
Employee Assistance Program
Interested and qualified candidates can contact Madison Kuhl at or email
Worksite address
west burlington, IA, 52655, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.