Entry-Level Financial Advisor

Our firm is rapidly expanding, and we are currently looking for a new, entry-level Financial Advisor to join our ranks. The ideal candidate will be ready to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!Financial Architects is in Des Moines, IA. We can only hire candidates who reside in Iowa. As a Sales Consultant for Financial Architects, Inc., there are no Sales Territories. Our Sales Consultants can do business with any client who resides in the USA.This is a full-time opportunity offering a flexible schedule. Team members are expected in the office 1–2 days per week, with the remaining time dedicated to remote work and in-person or virtual client appointments.No territory restrictions — serve clients nationwide!!Benefits:Medical, Dental, Vision,Flexible Spending AccountShort and Long Term DIGroup Life and AD&D401(k) with up to 3% matchPension PlanResponsibilities:What You'll DoBuild relationships with clients in your community and beyondLearn to assess financial needs and create customized plansReceive ongoing support and mentorship from experienced advisorsUse modern tools and technology to manage client accountsExpand a client base through networking and referralsProvide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goalsCreate customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needsDetermine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectivesBe a coachable, organized team member interested in pursuing training development and educational opportunitiesLook for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisionsQualifications:What We're Looking ForA self-starter with a strong work ethic and a desire to learnPassionate about helping others and making a differenceComfortable talking to people and building long-term relationshipsOpen to feedback and mentorshipInterested in a career with flexibility and growth potentialStellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customersWorking knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essentialBasic knowledge of computer programs, including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs, is neededThough not required, a valid FINRA Series 7 & 63/66 license is considered a plusA required Bachelor's degree in business administration, finance, or a similarly related fieldAbout Company:At Financial Architects Inc, our mission is to provide systems that help clients create a financial plan and manage their money in a structured and coordinated way. We offer practical financial strategies designed to improve organization and clarity. Ultimately, we aim to support clients in creating stable and fulfilling financial lives.