Wealth Associate

Our client is seeking a versatile professional who can excel as a Wealth Associate. This role is designed for someone who enjoys client interaction while also contributing to the technical side of financial planning.Key ResponsibilitiesPrepare financial plans, analyses, and projections using planning software.Assist in implementing financial strategies and tracking progress toward client goals.Run client review meetings and manage those existing relationships.Collaborate with the lead advisor to prepare for and follow up on client meetings.Maintain up-to-date knowledge of financial products and regulations.QualificationsPossesses financial literacy.Must have the Series 7 license. Life & health insurance and Series 66 licensing are highly preferred.Fully licensed with Series 7 and 66 (or equivalent) certifications.Must be proficient with financial planning software (eMoney or MoneyGuidePro would be a plus)Strong analytical and communication skills.Location: Des Moines, IACompensation Range: $75,000 - $95,000 (depending on experience and qualifications)

Created: 2025-01-26