Wealth Management Advisor

Position: Wealth Management Advisor

About Us:

We are a thriving financial advisory practice specializing in helping empty nesters navigate key life transitions. Our mission is to guide clients through college planning, retirement readiness, real estate decisions, caring for aging parents, and more. We focus on delivering comprehensive financial solutions that balance today's realities with tomorrow's dreams.

Position Overview:

We seek an experienced Financial Advisor (5 years) to join our team. This role involves managing client relationships, overseeing investment portfolios, developing advanced financial and tax strategies, and providing tailored financial planning services. The ideal candidate is passionate about helping clients achieve clarity and confidence in their financial journeys with a keen focus on understanding our client’s values.

Key Responsibilities:

Client Relationship Management:

o Build and maintain strong, trust-based relationships with clients.

o Conduct regular reviews to assess goals, progress, and evolving needs.

o Communicate complex financial concepts in a clear, relatable manner.

Financial Planning & Strategy:

o Develop customized financial plans addressing college funding, retirement readiness, and tax efficiency.

o Offer solutions for real estate transitions, philanthropy, business succession, and Social Security/Medicare planning.

o Support clients with caring for aging parents and advising adult children financially.

Investment Management:

o Create and implement investment strategies aligned with client objectives and risk profiles.

o Monitor portfolio performance and recommend adjustments as needed.

Advanced Tax Planning:

o Develop and implement tax optimization strategies.

o Coordinate with CPAs or tax professionals on complex cases.

Qualifications:

· Bachelor’s degree in finance, economics, accounting, or a related field.

· 5 years of experience in financial planning or advisory services with direct client interaction responsibilities.

· CFP®, CFA®, or CPA® designation (or progress toward certification) preferred.

· Strong understanding of investments, tax planning, and comprehensive financial planning.

· Excellent interpersonal and communication skills.

· Familiarity with financial planning, tax planning and retirement income software.

· Business development is NOT a key function of this role. The ideal candidate will be interested in working directly with clients and supporting the team’s vision of service and team-centered growth.

Why Join Us?

· Collaborate with a dedicated, client-focused team.

· Make a tangible impact on clients' lives during significant transitions.

· Flexible working environment ideal for parents of young children

· Opportunities for professional growth and advancement

· Competitive compensation and benefits

How to Apply:

Interested candidates, please submit your resume and a cover letter detailing your experience and passion for financial planning to matt@pfwplanning.com.

Job Type: Full-time

Pay: $70,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance

Compensation Package:

• Bonus opportunities
• Profit sharing

Application Question(s):

• A cover letter is required for consideration

Experience:

• Financial planning: 5 years (Required)

Ability to Commute:

• Des Moines, IA 50321 (Required)

Ability to Relocate:

• Des Moines, IA 50321: Relocate before starting work (Required)

Work Location: In person

Salary : $70,000 - $85,000