Financial Advisor

Palmer Group is partnering with a leading financial services firm in Des Moines to hire an experienced Financial Advisor to help manage a rapidly growing book of business. This is a fantastic opportunity to advance your career in a dynamic, supportive environment with growth and development opportunities. If you meet the qualifications below, apply today!

Work model :

On-Site

What you will do :

• Participate in the creation of comprehensive financial plans and client meetings
• Assist advisors with client inquiries and account service issues
• Organize client meetings by collecting and analyzing performance reports, identifying allocation or rebalancing needs, and actively participating in client meetings
• Provide high-quality client service in a professional, caring, and compliant manner
• Demonstrate effective verbal and written communication with clients, prospects, and colleagues

What you will need to be successful :

• 3+ years of advisory experience working directly with clients
• Series 66, 7, or 65 securities licenses required
• Life and health insurance licenses are preferred
• CFP designation or in-progress pursuit of CFP preferred
• Knowledge of Redtail, Black Diamond, and eMoney preferred

Benefits overview :

• Dental, health, and vision insurance
• 401k
• PTO

Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email afjobs@thepa lmergroup.com .