About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

This entry-level Financial Advisor role with our confidential client in Des Moines, IA is designed for a motivated, coachable candidate ready to learn financial planning and client relationship skills. You will receive training and hands-on experience while supporting clients to meet their financial goals.

• Learn and apply core financial planning concepts and products.
• Build trust-based relationships through proactive client outreach and follow-up.
• Assess clients’ cash flow, assets, liabilities and goals to create customized plans.
• Recommend appropriate insurance and investment solutions aligned to client needs.
• Use CRM and financial planning tools to document plans, track progress, and manage accounts.
• Participate in ongoing training, licensing preparation (Series 7/63/66 if applicable), and team development.

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Responsibilities

• Serve as a coachable, organized team member committed to training and professional development.
• Conduct thorough client fact-finding to determine financial status and objectives.
• Create and present customized financial plans appropriate for each client’s life stage and goals.
• Make product, insurance, and investment recommendations consistent with client objectives and risk tolerance.
• Seek, identify, and develop new client relationships through prospecting and referrals.
• Monitor client progress, update plans as circumstances change, and maintain high service standards.
• Stay current on industry trends, product changes, and regulatory requirements.
• Collaborate with colleagues and leadership to refine strategies and deliver excellent client outcomes.

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Qualifications

• Bachelor’s degree in business administration, finance, or related field required.
• Basic understanding of financial advisory roles and interest in financial products and planning.
• Strong written and verbal communication skills, with the ability to explain complex concepts simply.
• Solid relationship-building, customer service, and math skills.
• Comfortable using Microsoft Office, Google Suite, CRM systems, and financial planning software.
• Valid FINRA Series 7 & 63/66 preferred but not required; willingness to pursue licensing encouraged.
• Customer service or sales experience is a plus.
• Strong organizational skills and ability to manage multiple client accounts.
• Must be authorized to work in the United States.

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Compensation & Benefits

• Compensation: $65,000+ (as stated by the client).
• Full-time role with access to medical, dental, and vision benefits for employees and eligible dependents (benefit details provided by the client).
• Ongoing training, licensing support, and career growth opportunities.
• Collaborative team culture and mentorship to accelerate professional development.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.