Entry-Level Wealth Manager
Compensation
From $105k /yr
Employment type
Full-time
Work setting
On-site
Location
Des Moines, IA
Schedule
Day shift
Posted
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Job overview
The Entry-Level Wealth Manager role is hybrid in Des Moines, IA, with a flexible schedule accommodating office and remote work and client meetings in person and virtually. Compensation is $80,000–$105,000 per year. The role supports Financial Architects Inc.’s mission to help clients create structured, coordinated financial plans and manage their money. The wealth manager develops personalized financial strategies, reviews portfolios, and explains financial products so clients can make informed decisions. The role contributes to clients’ financial stability and clarity through ongoing advice, analysis, and relationship-building.
What you'll do
- Develop personalized financial plans
- conduct regular portfolio reviews
- collaborate with team members on wealth management solutions
- educate clients on financial products and strategies
- maintain knowledge of industry trends and regulatory changes
- build long-term client relationships
- assess market conditions and identify portfolio opportunities.
What we're looking for
- Skills & competencies
- wealth managerentry-levelfinancial planningwealth managementclient relationshipsportfolio reviewsfinancial productshybrid workdes moines iafinancial architects inc$80k–$105k
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, and vision insurance
- 401(k) with up to a 3% match
- pension plan.
Why this role
Flexible schedule with office and remote work; client meetings may be in person or virtual.
About the employer
Financial Architects Inc is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Insurance Agencies and Brokerages
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 37e3b579-7170-4c0a-8060-a7bbc19fd73a