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 Confidential Client is hiring an entry-level Financial Planner to join their Des Moines, IA team. In this role you will support client financial planning by gathering data, building plans, recommending solutions, and helping grow a client book over time.

• Gather and assess client financial information to determine financial status, cash flow, goals, retirement plans, risk tolerance, and other wealth-management factors
• Create customized financial plans tailored to each client’s life stage, goals, and changing needs
• Recommend products, investments, insurance, and other strategies to help clients meet objectives
• Proactively identify and recruit new clients; build and maintain strong, trust-based relationships
• Engage clients regularly to review progress and adjust plans as needed
• Educate clients on insurance, investments, retirement planning and other financial topics in clear, relatable terms
• Work collaboratively with colleagues and participate in ongoing training and professional development
• Maintain accurate records in CRM and use planning tools and spreadsheets to support client work

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Qualifications

• Bachelor’s degree in finance, business administration, economics, or a related analytical field required
• Interest in or working knowledge of financial products, personal financial advising, investment options, and retirement planning
• Familiarity with Microsoft Office (Excel), Google Workspace, CRM systems and financial planning software is preferred
• Strong written and verbal communication skills; ability to explain complex financial topics simply
• Excellent interpersonal and relationship-building skills; client-service orientation
• Highly organized with attention to detail and ability to manage multiple client accounts
• Sales or client-acquisition experience is a plus but not required
• FINRA Series 7 and 63/66 credentials are beneficial if already held (not required at hire)

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Compensation & Benefits

• Compensation: $65,000+ (as listed by the source). Estimated market figure shown for reference.
• Full-time position
• Training and development opportunities to build technical and licensing skills
• Benefits eligibility may vary by client policy; specifics will be provided during the hiring process

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Why This Role

• Entry-level role with clear growth and development pathways into licensed advisory positions
• Hands-on exposure to broad financial planning topics: risk management, estate planning, investments, retirement strategies, and more
• Work with a Confidential Client in the Accounting & Finance industry that invests in training and advisor development
• Based in Des Moines, IA — local client base with opportunities to build a sustainable advisory practice

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Location & Work Type

• Location: Des Moines, IA (onsite or as specified by the Confidential Client)
• 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.