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Wealth Management Consultant

2 months ago

Des Moines, Iowa, United States Vision Financial Group, LLC Full time

Job Type:
Full-time

Position Overview:
Vision Financial Group, LLC is in search of a qualified financial advisor to take on the role of Co-Advisor. This position requires a personable and detail-oriented individual who will oversee an established portfolio of clients while having the opportunity to expand their clientele.

Key Responsibilities:

  • Engaging with clients of varying financial complexities to understand their financial goals, risk tolerance, income, expenses, and assets.
  • Assisting in the formulation of clients' financial strategies by leveraging financial data and knowledge of current regulations.
  • Fostering strong relationships with clients through effective verbal and written communication.
  • Educating clients on available products and services to help them optimize their financial resources and achieve significant financial objectives.
  • Delivering exceptional customer service with accuracy, efficiency, and professionalism.
  • Conducting research and recommending investment options tailored to clients' needs.
  • Providing strategic guidance on risk management approaches, including insurance, annuities, and debt management solutions.
  • Staying informed on market trends through diligent research.
  • Ensuring compliance with all financial industry regulations.
  • Implementing security measures to safeguard client information.
  • Completing all required training promptly, including ongoing education for FINRA licenses.

Benefits:
Vision Financial Group, LLC offers a comprehensive benefits package, including medical, dental, and vision insurance, a 401(k) plan with company contributions, Paid Time Off, Volunteer Time Off, flexible work arrangements, and a supportive professional environment.

Qualifications:

  • Bachelor's degree in finance, business, or a related field.
  • Possession of valid FINRA Series 7 and 66 (or equivalent) licenses is mandatory.
  • A minimum of 1 year of experience in the financial sector is preferred.
  • Strong knowledge of investment strategies and asset management.
  • Self-motivated, solution-oriented, and a collaborative team player.
  • Exceptional customer service, communication, and relationship-building skills are essential.

Physical Requirements:
Ability to stand or sit for extended periods in an office setting, work on a computer for long durations, and lift up to 15 pounds.

Salary:
Competitive wages.