Financial Planning Professional
3 days ago
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.
-
Financial Planning Specialist
2 days ago
Des Moines, Iowa, United States Smith + Frieberg Financial Full timeAt Smith+Frieberg Financial, we are seeking a highly skilled Financial Planning Specialist to join our team. As an Associate Financial Planner, you will play a vital role in delivering exceptional client service and supporting our clients in achieving long-term financial success.The estimated annual salary for this position is $80,000-$110,000 depending on...
-
Financial Planning Specialist
10 hours ago
Des Moines, Iowa, United States Smith + Frieberg Financial Full timeJob OverviewSimplify the complexities of financial planning with Smith+Frieberg Financial as a Financial Planning Specialist. In this role, you will support our team in providing top-notch service to clients, handling tasks such as client management, document preparation, data entry, and administrative support. If you have exceptional organizational skills,...
-
Senior Operations Manager, Financial Planning
4 weeks ago
Des Moines, Iowa, United States Cetera Financial Group Full timeCompany Overview:Cetera Financial Group is a leading financial services company seeking an experienced Senior Operations Manager to lead its Fee for Service / Financial Planning operations.Job Description:The Senior Operations Manager will oversee the operational process for Fee for Service / Financial Planning, ensuring seamless execution and high-quality...
-
Senior Financial Planning Professional
4 weeks ago
Des Moines, Iowa, United States Mercer Advisors Full timeOverviewMercer Advisors is a leading wealth management firm dedicated to providing comprehensive financial solutions to clients nationwide.Salary$85,000 - $110,000 per year, depending on experience and qualifications.Job DescriptionThis Senior Financial Planning Professional will play a crucial role in supporting the company's financial planning team by...
-
Tax Planning Specialist
3 weeks ago
Des Moines, Iowa, United States Vision Financial Group LLC Full timeAt Vision Financial Group LLC, we are seeking a highly skilled Tax Planning Specialist to join our team. This role is an exciting opportunity for an individual with a strong background in accounting and tax planning to work with clients to optimize their financial outcomes.The ideal candidate will have a deep understanding of tax laws and regulations, as...
-
Senior Financial Planning and Analysis Manager
3 weeks ago
West Des Moines, Iowa, United States Watercress Financial Group LLC Full timeAbout Watercress Financial Group LLCWe are a financial technology lender with a small office work environment, offering an opportunity for the right individual to make a difference.Job Summary:This position is responsible for maintaining our monthly and annual reporting, variance and budget analysis, consolidated chart of accounts, intercompany consolidation...
-
Certified Financial Advisor
2 days ago
Des Moines, Iowa, United States Smith + Frieberg Financial Full timeSmith+Frieberg Financial is looking for a skilled Certified Financial Advisor to join our team as an Associate Financial Planner. In this role, you will play a vital part in delivering exceptional client service and supporting our clients in achieving long-term financial success.The estimated salary for this position is $100,000-$130,000 depending on...
-
Tax Planning Specialist
3 weeks ago
Des Moines, Iowa, United States Vision Financial Group LLC Full timeJob DescriptionVision Financial Group LLC is a leading provider of holistic financial services, seeking an experienced Tax Planning Specialist to join their team.Estimated Salary: $85,000 - $110,000 per yearAbout the RoleThe successful candidate will be responsible for providing expert tax planning advice to clients, ensuring compliance with all relevant...
-
Financial Operations Specialist
4 weeks ago
Des Moines, Iowa, United States Principal Financial Group Full timeWe are seeking an experienced Financial Operations Specialist to join our team at Principal Financial Group. This role offers the opportunity to support the lifecycle of investments, ensuring seamless execution and reporting.About the RoleIn this position, you will have the chance to work with a talented team to process transactions, collaborate with...
-
Senior Financial Planning and Analysis Manager
4 weeks ago
Des Moines, Iowa, United States BHE Renewables, LLC Full timeOverviewBHE Renewables, LLC seeks an experienced Senior Financial Planning and Analysis Manager to join its team. The successful candidate will be responsible for leading the development of financial plans and forecasts, analyzing variances between actuals and budgets, and providing recommendations to business leaders.
-
Des Moines, Iowa, United States BHE Renewables, LLC Full timeJob OverviewBHE Renewables, LLC is seeking a skilled Strategic Financial Planning and Reporting Director to join our team in Des Moines, IA. This full-time position offers a competitive salary range of $100,700 to $142,100.
-
Accounting and Financial Professional
2 weeks ago
Des Moines, Iowa, United States Eurofins GSC Poland Sp. z o. o. Full timeOverviewEurofins GSC Poland Sp. z o. o. is a leading provider of food safety solutions, offering globally recognized auditing and certification services. We are committed to delivering high-quality support to our clients through tailored solutions that promote informed business decisions.We are currently seeking an experienced Accounting Clerk to join our...
-
Des Moines, Iowa, United States New York Life Des Moines GO Full timeJob Title: Senior Financial Services Leadership ProfessionalAbout the RoleWe are seeking an accomplished financial industry leader to join our Des Moines management team at New York Life. As a seasoned sales manager, you will be responsible for leading and mentoring a high-performing team of financial professionals to drive exceptional results in their...
-
Financial Services Assistant
4 weeks ago
Des Moines, Iowa, United States Vision Financial Group LLC Full timeAbout the RoleWe are seeking a highly detail-oriented and organized intern to join our team at Vision Financial Group LLC. This role will focus on data review and entry, providing an excellent opportunity for individuals with strong analytical skills to learn and grow.Key ResponsibilitiesSupport the review and update of client account documentation and...
-
Des Moines, Iowa, United States Principal Financial Group, Inc. Full timeJob OverviewWe are seeking a skilled Data Engineer to join our team at Principal Financial Group, Inc. As a key member of our Enterprise Data Analytics team, you will work closely with data engineers and scientists to develop innovative data solutions that drive business growth and decision-making.In this role, you will be responsible for designing,...
-
Aspiring Financial Professional
4 weeks ago
Des Moines, Iowa, United States Mutual of Omaha Full timeUnlock Your Potential in SalesWe are seeking a highly motivated and results-driven Financial Representative Trainee to join our dynamic team. In this role, you will embark on a comprehensive training program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.About the RoleAs a Financial...
-
Chief Financial Operations Specialist
4 weeks ago
Des Moines, Iowa, United States Vision Financial Group LLC Full time**Job Title:** Chief Financial Operations Specialist**Location:** Vision Financial Group LLC We are seeking an experienced Assistant Controller to join our team at Vision Financial Group LLC. This is a dynamic, holistic wealth management firm that requires a highly skilled professional to process financials in a complex business structure.The ideal...
-
Data Engineering Expert for Financial Systems
4 weeks ago
Des Moines, Iowa, United States Principal Financial Group Full timeAbout Us">At Principal Financial Group, we are committed to creating a more purpose-led future for financial services. As a global investment leader and insurance company, we aim to help our customers live better lives through our innovative products and services.Job Description">We are seeking a highly skilled Data Engineer to join our team. The successful...
-
Financial Services Professional
4 days ago
Des Moines, Iowa, United States Edward Jones Full timeCompany OverviewEdward Jones is a Fortune 500 company where people come first. We are a privately-owned firm with over 8 million clients and 19,000 financial advisors across the U.S. and Canada.We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.
-
Financial Services Professional
4 weeks ago
Des Moines, Iowa, United States The Reserves Network Inc Full timeJob OverviewThe Reserves Network Inc is a boutique firm in Des Moines looking for a skilled Financial Services Professional to join their team as a Tax Specialist. In this role, you will process complex tax returns, manage bookkeeping and payroll for clients, and oversee staff professionals.Salary and BenefitsThe estimated salary for this position is between...