Finance Jobs in Belle Plaine, IA

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1mo ago

Associate Financial Advisor (2–5 Years Experience | Path to Lead Advisor)

Leading Advisor Inc. Belle Plaine, IA

Belle Plaine, IA

1mo ago Closed

$55k - $80k/yr Full time Advisor Associate Associate Financial Advisor

This position is no longer accepting applications (closed Jul 14, 2026).

Job Description

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)

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