High Energy Financial Advisor
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.
- 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.
- Undergraduate degree in Business, Finance, Marketing or related field.
- CFP certification a plus.
- Securities registration Series 7 & 66 preferred.
- 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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