Wealth Management Lead Advisor

Employer
Freedom Wealth Advisors
Location
Des Moines, Iowa
Salary
Up to $170,000 plus benefits, 401k w/Profit Sharing and Cash Balance Plan.
Closing date
Jul 9, 2022

View more

Job Role
Wealth Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required
You need to sign in or create an account to save a job.

Freedom Wealth Advisors is looking for an experienced Lead Advisor to manage an existing client base as well as develop new business. In collaboration with other team members, they will be responsible for the preparation, presentation, and execution of comprehensive financial plans and investment strategy. They must be familiar and fluent in understanding a variety of the industry’s concepts, practices, and procedures. They will also be a direct contributor to the future direction of the firm with the possibility of becoming a partner.

Apply for Wealth Management Lead Advisor

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:

Click here to find out more about TopResume

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert