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  • WDM, IA 50266

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Financial Advisor

Humans Being Resources, Inc • WDM, IA

Posted 2 days ago

Job Snapshot

Full-Time
Travel - Up to 25%
Experience - 2 years
$50,000 - $80,000/Year
Banking - Financial Services
Banking, Finance, Sales

Job Description

Financial Advisor
(Financial Services Firm)
 
Our Client’s well-established multi-office Financial Firm with a location in the Des Moines, IA is growing and looking to add a key employee to the Team. They are seeking a professional Financial Advisor (Associate/Junior) who is ready to help their already thriving company continue to grow. They are looking for hard-working, success-oriented employees who possess great people skills, are team players and want an opportunity to advance their career. If you want to join a Financial Advisor Team that has solid, stable experience in the industry, is dedicated to their clients, staff and has created a culture of success, this may be a good fit for you!
 
Skills
  • Energetic, motivated and outgoing
  • Ability to prioritize projects and manage time
  • Strong organization skills & attention to detail
  • Self-directed initiative and Strong follow through
  • High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment
  • Excellent interpersonal, written, and verbal communications
  • Ability to speak publicly & present financial products in various settings
  • Comfortable showcasing and selling to new and established clientele
  • Ability to closely follow office processes & policies related to office operations & client privacy
  • A desire to be part of a Team Environment and to learn through a mentoring relationship
  • Ability to adhere to complex Regulatory and Compliance requirements
Responsibilities:

Prioritizing client needs and helping solve problems first is an important part of their culture and at the core of everything our Client does. In providing excellent client service you will: 
  • Complete and process new client applications
  • Ability to effectively manage and grow an assigned “book” of clients
  • Willingness to travel/split schedule between 2 office locations as needed
  • Ensure client business flow and concerns are resolved, and superior service levels are met
  • Develop effective working relationships with Team Members and internal Departments to ultimately provide effective service for clients
  • Conduct and record communications with clients and/or prospects
  • Ensure inquires and issues are resolved to achieve expected service levels
  • Initiate and track client paperwork effectively
  • Follow–up on and document pending business with companies and clients
  • Conduct & participate in client sales & informational events / venues as needed
  • Pre and Post Client Meeting Support for the Advisor Team
  • Provide thorough, high-quality research, problem-solving and issue resolution
  • Generate various daily, weekly, monthly and annual reports for Financial Advisor(s) / Office
Compensation:
  • $50,000-$60,000 Annual Base Salary + Incentive / Bonus Plan
  • Health/Medical Insurance contribution available
  • Generous PTO Policy & Paid Holidays
  • Monday-Friday Work Schedule
  • Great Work/Life Balance with Schedule Flexibility
  • Professional, Fun, Motivating Atmosphere
We want to help you reach your full potential!  We are looking for hard-working candidates with a passion for customer care and who truly enjoy helping make a difference in people’s lives!

Presented by Humans Being Resources, Inc.
Thank you for your interest in our client’s Financial Advisor (Junior/Associate) position in the Des Moines, IA area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a temp/staffing agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When being considered for this position you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews. If you feel that you meet the requirements for this position, please submit your resume today!

Job Requirements

Minimum Requirements:

  • 2+ years of solid Client Service, Relationship Management and/or Financial Advisor Experience
    (Financial Industry Office / Banking setting is preferred)
  • Advanced Technology Skills and use of Microsoft Office products (Word, Power Point, Excel)
  • CRM Database Experience (Salesforce, Redtail)
  • Current Series 7 Securities License and/or contracted to obtain within 90 Days of employment
  • Current Life & Health License and/or contracted to obtain within 90 Days of employment
Job ID: 214791-1A
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