Associate Advisor

Job Description

Job Description

Position : Associate Advisor

Location : Des Moines, IA

Status : Full-time, hybrid

Compensation : $115,000 - $130,000, plus a discretionary bonus

Are you an experienced associate advisor frustrated by institutional constraints that prevent you from truly acting in clients' best interests? Do you want to focus on comprehensive financial planning and client relationships without the pressure of sales quotas or proprietary product pushing?

We are an independent wealth management firm proudly based in Des Moines, Iowa with more than 40 years of combined experience in financial planning. We build truly holistic plans for our clients which combine investment management, tax planning, trust and estate planning, and insurance analysis. Our team's commitment to our core values – compassion, accountability, simplicity, transparency, and flexibility – forms the bedrock of our practice. We believe that there is no higher honor than safeguarding our clients' financial futures through sound, no-nonsense planning that is driven by their unique goals and needs.

We're excited to share an opportunity for a new Associate Advisor to join our growing team. In this role, you'll have true independence to act solely in clients' best interests with the freedom to focus on meaningful relationships, personalized planning, and long-term impact. You will also be serving as a strategic partner to the firm's founding advisors to ensure the delivery of a high-touch, fiduciary-level client experience.

The attributes that we look for in teammates include :

• A sincere commitment to earning each client's trust by doing what's best for them
• Exceptional listening and communication skills with a genuine curiosity about people
• Strong financial planning knowledge across investments, retirement, tax, and estate topics
• Desire to continuously learn, grow, and mentor junior team members
• Humility and high responsiveness toward client needs
• Natural self-starter with a strong sense of time management and task prioritization
• Careful attention to detail combined with the ability to move work forward efficiently
• Firm commitment to compliance, process, and operational excellence
• Ability to work autonomously within areas of responsibility, as well as collaboratively with the broader team
• Flexibility and openness to new ideas, with a willingness to adapt and innovate
• Strong interpersonal skills, building rapport easily with clients and colleagues
• Desire to be a long-term contributing member of the team and firm

As an Associate Advisor , you can expect to :

Professional Advantages :

Qualifications for this role include :

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!