Talent.com
Associate Financial Planner
Associate Financial PlannerSyverson Strege • West Des Moines, IA, United States
[error_messages.no_longer_accepting]
Associate Financial Planner

Associate Financial Planner

Syverson Strege • West Des Moines, IA, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

JOB PURPOSE AND SUMMARY

The role of an Associate Financial Planner is pivotal in the realm of financial advisory. They serve as a crucial support system for financial planners, aiding them in their mission to guide clients toward effective stewardship of their resources. This involves a multifaceted approach, blending qualitative and quantitative analyses to craft tailored strategies that align with each client's unique financial goals and circumstances.

Provides exemplary advice and service to a base of 50-75 clients on matters related to financial planning and investment management. Assists Planners in the development of comprehensive financial plans, responds to ad hoc questions, and assists clients with implementing the financial and investment plans. New financial planning strategies can only be presented to the client in conjunction with or with the approval of the financial planner.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

  • Participates in client meetings with Planner.
  • Updates clients' financial information in our database on an ongoing basis.
  • Prepares financial plan and other client meeting preparatory.
  • Identifies gaps in clients' plans relative to their goals, then strategize methods of reducing or eliminating those gaps.
  • Educates clients in financial planning and investment concepts.
  • Provides financial advice to clients.
  • Responds to ad hoc client questions.
  • Conveys complex strategies in both oral and written form.
  • Juggle multiple projects at one time and meet deadlines.
  • Monitors workflows required to service clients.
  • Provides excellent client service.

QUALIFICATIONS

  • Bachelor's degree required.
  • CFP® or ready to sit for exam.
  • 2-3 years of experience with a financial planning firm.
  • Demonstrated success in cultivating client relationships.
  • Proficient in the use of Microsoft Office suite of products; ability to learn in-house programs and tools.

    • CRITICAL SUCCESS FACTORS :

  • Collaborative team player who contributes positively to the firm's culture.
  • Quick and accurate responses to clients.
  • Show initiative and generate ideas proactively.
  • Reliable and follows through on commitments.
  • Possesses strong analytical skills.
  • Strong organizational and time-management skills.
  • Strong written and verbal communication skills
  • Comfortable with a flexible work atmosphere (office and off-site meetings)
    • [job_alerts.create_a_job]

    Financial Planner • West Des Moines, IA, United States

    [internal_linking.related_jobs]
    Remote Financial Planner - AI Trainer ($150 per hour)

    Remote Financial Planner - AI Trainer ($150 per hour)

    Mercor • Urbandale, Iowa, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Real Estate Agent / Associate (Investment Sales)

    Real Estate Agent / Associate (Investment Sales)

    Greysteel Company Llc • Des Moines, IA, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platfor...[show_more]
    [last_updated.last_updated_30]
    Senior Solution Consultant - Financial Services

    Senior Solution Consultant - Financial Services

    Workiva, Inc. • Ames, IA, United States
    [job_card.full_time]
    The Senior Solution Consultant provides pre-sales support in the development and presentation of our platform for prospective clients and current customers to address the complex problems that Work...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Chubb Associate Underwriting

    Chubb Associate Underwriting

    Chubb • Johnston, Iowa, United States
    [job_card.full_time] +1
    The Chubb Group of Companies is looking for professionals with a Bachelor’s Degree to join our Chubb Associate Program.This is a permanent full-time position and a compelling opportunity to join a ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Data Annotation • Ames, Iowa
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • West Des Moines, IA, United States
    [job_card.full_time]
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor II -Labor Benchmarking - Texas

    Financial Advisor II -Labor Benchmarking - Texas

    Baylor Scott & White Health • Des Moines, IA, United States
    [job_card.full_time]
    The Financial Analyst II Labor Benchmarking is a position that requires you to live in Texas.Serves as the key financial resource for the Labor Benchmarking Team. Provides financial research require...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor Series 7, 65 or 66

    Financial Advisor Series 7, 65 or 66

    San Blas Securities • Greater Des Moines, IA, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.We are dedicated to providing our advisors and their clients with exceptional service and inno...[show_more]
    [last_updated.last_updated_30]
    Financial Planning & Financial Operations Internship

    Financial Planning & Financial Operations Internship

    Wellmark • Des Moines, IA, US
    [job_card.part_time] +1
    Financial Planning & Financial Operations Internship.This is a unique opportunity to split your internship between supporting the Financial Planning and Analysis (FP&A) team and the Corporate Accou...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Field Budget Analyst

    Associate Field Budget Analyst

    BizTek People, Inc. | APA International Placement Consultants • Johnston, IA, United States
    [job_card.full_time]
    Audit, analyze and troubleshoot issues with purchase orders, invoices and expense reports.Assist in preparing forecasts for the regional office from data supplied by field locations.Under direct su...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Planning & Financial Operations Internship

    Financial Planning & Financial Operations Internship

    Wellmark, Inc. • Des Moines, Iowa, USA
    [job_card.part_time] +1
    Whats Financial Planning & Financial Operations internship like.This is a unique opportunity to split your internship between supporting the Financial Planning and Analysis (FP&A) team and ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Bank of Montreal • Urbandale, IA, United States
    [job_card.part_time]
    Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    BMO Financial Group • Urbandale, IA, United States
    [job_card.part_time]
    Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    US Experienced Financial Advisor

    US Experienced Financial Advisor

    Edward Jones • Des Moines, IA, United States
    [job_card.full_time]
    We're bullish about your future here.Your experience is valuable to us - and we know you have options.But we offer something the competition simply can't : our unique branch-team business model.One ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Analyst

    Financial Analyst

    CAI • Des Moines, IA, United States
    [job_card.full_time]
    CAI is a global technology services firm with over 8,500 associates worldwide and a yearly revenue of $1 billion+.We have over 40 years of excellence in uniting talent and technology to power the p...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Private Wealth Management Analyst • •

    Private Wealth Management Analyst • •

    Morgan Stanley • West Des Moines, IA, United States
    [job_card.full_time]
    Private Wealth Management (PWM) is a division of Morgan Stanley focused on delivering financial advisory resources to ultra-high net worth individuals, foundations and endowments.The UHNW Advisor I...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Advisor

    Associate Advisor

    FBL Financial • West Des Moines, IA, United States
    [job_card.full_time] +1
    With Farm Bureau Financial Services, our client / members can feel confident knowing their family, home, cars and other property are protected. We value a culture where integrity, teamwork, passion, s...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Analyst III - Healthcare

    Financial Analyst III - Healthcare

    wm • Des Moines, IA, United States
    [job_card.full_time]
    Waste Management (WM), a Fortune 250 company, is the leading provider of comprehensive waste and environmental services in North America. We are strongly committed to a foundation of operating excel...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]