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Registered Investment Advisor
Job in
Des Moines, Polk County, Iowa, 50319, USA
Listed on 2026-03-05
Listing for:
Virtual Vocations Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Key Responsibilities Build and expand relationships with clients to grow assets under management Develop personalized financial strategies aligned with the AI resilience thesis Collaborate with the fund management team to refine investment strategies and provide client insights
Required Qualifications Active RIA or Series 65/66 licensure with a clean regulatory record 5+ years of experience in financial advisory or wealth management Proven ability to acquire and grow client relationships Comfort in ambiguous and evolving domains Strong understanding of AI's impact on the economy
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