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Hybrid Associate Advisor - Financial Planning

Job in Eldridge, Scott County, Iowa, 52748, USA
Listing for: Plan2Thrive Financial
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Location: Eldridge

A financial advisory firm based in Eldridge, IA seeks an Entry-level Financial Advisor to support client relationship management and assist in financial planning. The role offers a hybrid work arrangement and involves research, preparing financial reports, and developing investment strategies while ensuring compliance with regulatory guidelines. Candidates should possess strong analytical skills, a relevant bachelor’s degree, and preferably hold FINRA Series 7 or Series 66 licenses, or be willing to obtain them.
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Position Requirements
10+ Years work experience
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