High Energy Financial Advisor

Company
Royal Alliance Associates, Inc.
Location
Iowa
Salary
Let’s have a discussion!
Posted
April 08 2019
Industry
Securities

About

At Financial Decisions Group you are part of a larger team of 160+ advisors that are forging relationships in their community, helping their clients’ retirement visions become reality and living in a career that supports your desired lifestyle. 

Experience

  • Minimum of three years experience in financial planning/ investments/ estate planning.
  • Experience and success with complex Estate Planning, Wealth Transfer and other investment plans acquired by affluent individuals, families, business owner and corporations.
  • Experience with a broad spectrum of financial services products including investment products and estate planning.
  • Minimum transferable AUM of 20 MM.

Skills for Success

  • Exceptional relationship building skills, including ability to work effectively with clients and their advisors.
  • Ability to work in a team environment.
  • Articulate, both in verbal and written communication.
  • Goal driven, high energy, creative and optimistic.

Education

  • Undergraduate degree in Business, Finance, Marketing or related field.
  • CFP certification a plus.
  • Securities registration Series 7 & 66 preferred.

Compensation

  • Let’s have a discussion!

Disclosure: “Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member of FINRA/SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. 1501 42nd St., West Des Moines, IA  50266.  515-224-0801

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