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. Skill‑building 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. Responsibilities 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. Qualifications 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. Benefits 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. #J-18808-Ljbffr MOHR Talent