Be part of a growing organization that provides trusted financial expertise and deeply values community involvement, encouraging volunteerism and investing in the places where we live and work. As a Wealth Management Financial Advisor Officer, you will take ownership of building meaningful, long-term relationships while delivering customized investment strategies, conducting financial analysis, and serving as a trusted advisor throughout a client’s financial journey. Enjoy a robust compensation and benefits package–including commission opportunities, employee ownership (ESOP), professional development, and a clear path to advance your career in a collaborative, empowering environment. Apply now! Work Model: • On-Site • 8:00 AM – 5:00 PM What You Will Do: • Establish and develop relationships with both new and existing clients • Perform customized financial evaluations, considering goals, risks, and market trends • Create and deliver personalized investment plans • Inform clients about products, planning tools, and market forecasts • Stay updated about industry regulations, updates to LPL, and product offerings • Conduct regular portfolio reviews to maintain alignment with client expectations • Engage in cross-selling opportunities and drive internal referrals • Serve as a representative of the organization and network at community events What You Will Need to Be Successful: • Bachelor’s degree or equivalent experience within the financial industry • Minimum 4 years of experience in brokerage or financial services • Hold or be willing to obtain a FINRA Series 7 & 66 promptly and State Life & Health Insurance license • Must have a Series 6 license • Excellent at building and maintaining relationships • Self-motivated, organized, and collaborative • Effective verbal and written communication skills • Proficient in financial analysis and strong attention to detail • Goal-driven mindset with a desire to build business • Proven track record in prospecting and client acquisition • Skilled in Microsoft Office and preferably financial software • Excellent time management and organizational skills • Capable of same-day travel Benefits Overview: • Health, dental, and vision insurance • 401k • PTO • Employee Stock Ownership Plan • Life & AD&D Insurance • Long Term Disability Plan • Paid Volunteer Hours • Professional Development and Advancement Opportunities • Employee Assistance Program Interested and qualified candidates can contact Madison Kuhl at (319) 449-1200 or email [email protected].