Financial Advisor

2 weeks ago

Iowa City, United States Lead Advisor Full time

We are helping our client in Iowa City, hire a Financial Advisor. Their practice is a fast-growing independent advisory firm with offices in Iowa City providing financial planning and wealth management services to their clients. Their company is positioned to optimize client outcomes and maintains firm positioning around that ethos. As such, no products are sold for commission and advisory services are central to the execution of client outcomes.

This position is an entry to mid-level advisory role with responsibility for servicing and managing primarily new and existing client relationships as lead or co-advisor, formulating, and implementing planning advice supported by the firms technical specialists. You are also responsible for supporting the new business development efforts of partner advisors and developing your own new business development network.

Duties and Responsibilities:

An ideal candidate has the ability to build and maintain long-term relationships through strong written and oral communication. Moreover, this candidate exhibits incredible attention to detail and ability to manage and prioritize tasks.

Responsible for delivery of our service models by adhering to the company's guidelines

Assume co-advisory/service relationships with selected existing clients

o Take lead on routine and follow-up contact with clients

o Coordinate comprehensive financial planning process along with Planning Team from start-to-finish for client updates, manage on-going advisory, and new opportunity identification

Participate in new client relationship development

o Participate in planning meetings regarding new prospects/new clients

o Coordinate follow-up workflow items with new clients

Develop new clients through personal prospecting efforts, prior client relationships and development of referral sources and centers of influence

Develop knowledge and familiarity with company processes, technologies, service models, and personnel

Responsible for ensuring client and company tasks are documented and executed

Maintain team approach by assisting and filling in for others

Core Competencies:

Ability to prepare and present basic financial planning concepts to clients

Ability to build business development networks and begin acquiring new clients

Client first attitude. Strong customer service skills is passionate about meeting the needs and requirements of clients

High attention to detail and accuracy. Diligent and timely follow-through on client tasks. Ability to manage multiple tasks and deadlines and work in a fast-paced environment

Strong interpersonal skills; natural ability to build rapport with team members and clients; relates well to all kinds of people.

Process oriented consistently adheres to and seeks to improve internal processes

Demonstrates strong analytical and problem-solving skills

Intellectually curious; continuously develops strong knowledge of wealth management

Understanding of and adherence to our investment philosophy, code of ethics and regulatory compliance

Composure and professionalism

Excellent verbal and written communication skills

Team player. Desire to collaborate with others as part of a team

A relentless drive and ambition to improve. Possess a growth mindset. Eager to receive and accepting of feedback

Exhibits the companys Core Values

Qualifications:

The Financial Advisor position typically requires the following qualifications:

Bachelors Degree from an accredited college or university (required)

Minimum 2 years of industry experience

Series 65 licensing or willingness to pass exam within 3-6 months of hire date

Well networked individual with infectious and positive attitude

Intellectual curiosity and thirst for information

Proficiency in Microsoft Word, Excel, PowerPoint and Outlook, as well as familiarity with financial planning software

Capacity to fulfill high touch client needs and client first attitude

Any combination of equivalent education and work experience will be considered.

Location: Iowa City, Iowa

Salary: 60-75k

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