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Wealth Management Lead Advisor

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

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Job Role
Wealth Advisor
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification

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.

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