MOHR Talent · 8 hours ago
Financial Advisor (Series 7 or 66 licenses)
Slater, IA
Full-time
Onsite
Entry Level
$70K/yr - $85K/yr
1+ years expMOHR Talent has partnered with a high-performing wealth advisory team known for delivering exceptional client service. They are seeking a Financial Advisor to support a growing client base and provide personalized financial guidance while gaining hands-on planning experience.
Staffing & Recruiting
Responsibilities
Join client meetings alongside senior advisors and document key follow-up items
Assist in building and updating financial plans, proposals, and supporting materials
Manage client workflows, tasks, and communication in the firm’s CRM
Maintain a seamless end-to-end client experience — from preparation to follow-through
Communicate professionally with clients by phone, email, and in person
Complete required licensing (Life & Health, Series 7 & 63) with full support and training
Qualification
Required
1+ years of experience in financial services, wealth management, insurance, or banking
Bachelor's degree in Finance, Business, Economics, or a related field
Excellent communication, organization, and relationship-building skills
Strong attention to detail and a proactive, client-first approach
Desire to earn advanced credentials (CFP® encouraged within 2 years)
High integrity, strong follow-through, and enthusiasm for learning and advancement
Complete required licensing (Life & Health, Series 7 & 63) with full support and training
Company
MOHR Talent
MOHR Talent is your partner in people, progress, and possibility.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase