Client-Focused Financial Advisor; Associate
Job in
West Des Moines, Polk County, Iowa, 50265, USA
Listed on 2026-01-28
Listing for:
TRIANGLE FINANCIAL SERVICES, INC.
Full Time
position Listed on 2026-01-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Financial Advisor, Banking & Finance
Job Description & How to Apply Below
A financial services firm is looking for an Associate Advisor to support financial planning and investment strategies. The ideal candidate is proactive, client-centric, and possesses strong communication and organizational skills. Responsibilities include preparing financial documents, ensuring data accuracy, and supporting senior advisors in investment management. Required qualifications include passing the Securities Industry Essentials (SIE) Exam, Series 66, and Life and Health licenses.
Join a dynamic team dedicated to empowering clients to achieve their financial goals.
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Position Requirements
10+ Years
work experience
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