Be part of a growing organization that provides trusted financial expertise and deeply values community involvement, encouraging volunteerism and investing in the places where we live and work. As a Wealth Management Financial Advisor Officer, you will take ownership of building meaningful, long-term relationships while delivering customized investment strategies, conducting financial analysis, and serving as a trusted advisor throughout a client’s financial journey. Enjoy a robust compensation and benefits package—including commission opportunities, employee ownership (ESOP), professional development, and a clear path to advance your career in a collaborative, empowering environment. Apply now!
Work model:
- On-Site
- 8:00 AM – 5:00 PM
What you will do:
- Establish and develop relationships with both new and existing clients
- Perform customized financial evaluations, considering goals, risks, and market trends
- Create and deliver personalized investment plans
- Inform clients about products, planning tools, and market forecasts
- Stay updated about industry regulations, updates to LPL, and product offerings
- Conduct regular portfolio reviews to maintain alignment with client expectations
- Engage in cross-selling opportunities and drive internal referrals
- Serve as a representative of the bank and network at community events
What you will need to be successful:
- Bachelor’s degree or equivalent experience within the financial industry
- Minimum 4 years of experience in brokerage or financial services
- Hold or be willing to promptly obtain a FINRA Series 7 & 66 and State Life & Health Insurance license
- Must have a Series 6 license
- Excellent at building and maintaining relationships
- Self-motivated, organized, and collaborative
- Effective verbal and written communication skills
- Proficient in financial analysis and strong attention to detail
- Goal-driven mindset with a desire to build business
- Proven track record in prospecting and client acquisition
- Skilled in Microsoft Office and preferably financial software
- Excellent time management and organizational skills
- Capable of same-day travel
Benefits overview:
- Health, dental, and vision insurance
- 401k
- PTO
- Employee Stock Ownership Plan
- Life & AD&D Insurance
- Long Term Disability Plan
- Paid Volunteer Hours
- Professional Development and Advancement Opportunities
- Employee Assistance Program
Interested and qualified candidates can contact Madison Kuhl at (319) 449-1200 or email Madison at mkuhl@thepalmergroup.com.
