Lead with a clear path to leadership and a client-centric approach. This Associate Financial Advisor role in Belle Plaine, IA is full-time and onsite, offering a structured track to become Lead Advisor. Earn USD 55,000 to 80,000 per year, with performance bonuses and an evolving compensation model that blends salary, commissions, and potential profit sharing. Benefit from health, dental, and vision coverage, structured onboarding, coaching, and mentorship, plus a supportive, no cold-prospecting environment with established client relationships and the potential for future hybrid work.
Location: Belle Plaine, IA (onsite)
Responsibilities
- Lead client relationships independently and deliver planning recommendations and strategies
- Support client meetings across Discovery, planning, and reviews
- Prepare recommendations, follow-ups, and implementation steps
- Manage assigned client relationships within a structured service model
- Collaborate with advisors, paraplanners, and service team members
- Maintain CRM accuracy and communication standards
- Guide clients through the full Financial Game Plan process
- Contribute to business growth and client development
- Time allocation: 50% – client meetings and relationship support; 20% – planning and case preparation; 15% – team collaboration; 15% – licensing and professional development
Requirements
- 2–5 years of experience in financial services, insurance, banking, or related field
- Exposure to client-facing work and financial products
- Licensing (completed or in progress) strongly preferred
- Strong communication, organization, and relationship skills
- Commitment to building a long-term advisory career
Benefits
- Performance-based bonuses
- Clear path to Lead Advisor (80,000+ with salary and commission)
- Evolving compensation model (salary + commission + potential profit-sharing)
- Health, dental, and vision benefits
- No cold prospecting — we provide client relationships
- Structured onboarding, coaching, and mentorship
- In-office role with future hybrid flexibility
About the Hiring Process
This hiring process is managed by Leading Advisor Inc., a firm specializing in building high-performing advisory teams. You will be working directly with Vantagus Wealth, with full support throughout the hiring process.
Application Questions
- Do you have at least 1–3 years of experience in a client-facing service, planning, or support role? Options: Yes; No
- Are you willing and able to complete the Series 7, Series 66, Life, Health, and Personal Lines licenses within your first year on the job? Options: Yes, I am currently licensed; Yes, I am willing to pursue licensing within 12 months
- This firm emphasizes service before sales, long-term relationships, and a structured planning process. Which best describes your motivation? Options: I prefer sales-driven, commission-heavy environments; I prefer purpose-driven service and long-term planning; I’m open to both
- How comfortable are you with contributing to team discussions, receiving coaching, and participating in structured onboarding and training programs? Options: Very comfortable; Somewhat comfortable; Not comfortable
- This position is designed for someone committed to growing into a Lead Advisor role over time. What best describes your career interest? Options: I’m looking for a leadership track in financial advising; I prefer to stay in a service/support role; I’m undecided
- This role is based in Belle Plaine, IA and requires in-office presence. Are you currently located nearby or willing to commute/relocate? Options: Yes, I’m local or willing to relocate
- Describe your ideal work environment. How do you stay organized and accountable when working within structured systems and team expectations? (Short Answer)
