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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Role Overview

Confidential Client is hiring an Entry-Level Financial Advisor in Des Moines, IA. This is a full-time, client-facing role for a motivated early-career professional who wants to build client relationships and develop core financial planning skills including retirement planning, risk management, investment basics, and insurance solutions.

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What You’ll Do

• Engage with individuals and families to understand financial goals and priorities.
• Create and present tailored financial plans addressing retirement, investments, insurance, debt management, and estate considerations.
• Educate clients about product options and financial strategies to improve financial literacy.
• Build and maintain trust-based client relationships through regular follow-up and service.
• Collaborate with colleagues to refine strategies and deliver consistent client experiences.
• Monitor client accounts and adjust plans as client needs or market conditions change.
• Participate in ongoing training and licensing preparation (FINRA, state insurance) and stay current on industry and regulatory changes.

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Qualifications

• Bachelor’s degree in finance, business, economics, or a related analytical field required.
• Strong interpersonal, verbal, and written communication skills; comfortable explaining complex concepts plainly.
• Solid numerical aptitude and attention to detail.
• Customer service or sales experience is a plus but not required.
• Demonstrated ability to build relationships and manage multiple client accounts.
• Eagerness to learn, adapt, and pursue required industry licensing.
• Must be authorized to work in the U.S.

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Preferred / Nice-to-Have

• FINRA Series 7 and Series 63/66 credentials (or working toward them).
• Experience with CRM systems, financial planning software, Microsoft Excel, and Google Workspace.
• Prior exposure to financial products (mutual funds, retirement accounts, insurance products).

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Skills & Tools

• Client relationship management
• Financial plan development basics
• Microsoft Office (Excel) and CRM familiarity
• Clear, client-focused communication
• Time management and organizational skills

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Compensation & Benefits

• Base compensation: $65,000+ (published). Estimated market figure shown on source: $81,380/year (estimate).
• Confidential Client offers benefits for full-time employees, typically including medical, dental, vision, long-term disability, and group life insurance — subject to plan terms and eligibility.

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Location & Schedule

• Location: Des Moines, IA (on-site / client-facing).
• Employment type: Full-time.

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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.