Associate Financial Advisor: Growth Path to Lead Advisor

A leading financial services firm is seeking an Associate Financial Advisor in Slater, Iowa. This full-time role focuses on providing client-facing support within a private wealth management team, offering a clear career path to becoming a Lead Advisor. Responsibilities include maintaining client relationships, managing data integrity in the CRM, and assisting senior advisors with comprehensive financial plans. Ideal candidates should have a Bachelor’s degree, strong communication skills, and a desire to grow in the financial services industry. #J-18808-Ljbffr