Financial Planning Professional

3 days ago


Des Moines, Iowa, United States Smith + Frieberg Financial Full time
About the Role

As a Financial Planning Professional at Smith + Frieberg Financial, you will be responsible for developing and implementing tailored financial plans for our clients. This role combines technical expertise with client-facing responsibilities, giving you the opportunity to grow your career while making a direct impact.

Key Responsibilities:

  • Conduct financial reviews and develop comprehensive financial plans based on clients' individual goals and circumstances.
  • Prepare customized financial product proposals, including investments, retirement solutions, and insurance products.
  • Collaborate with senior advisors to refine and implement planning strategies.

Requirements:

  • Licensing: Must be licensed or willing to obtain appropriate licenses (e.g., Series 7, 65/66, or insurance licenses).
  • Education: Bachelor's degree in finance, financial planning, or a related field preferred. CFP designation or progress toward earning it is highly desirable.
  • Strong understanding of financial planning principles and products.
  • Exceptional interpersonal and communication skills.

Why Choose Us?

We are committed to providing exceptional client service and helping our clients achieve their long-term financial goals. Our team is dedicated to creating meaningful relationships and providing personalized advice. We offer a collaborative and supportive work environment, opportunities for professional growth and development, and a competitive compensation package, including an estimated salary of $60,000 - $80,000 per year.



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