TRIANGLE FINANCIAL SERVICES, INC. · 3 days ago
Associate Financial Advisor
West Des Moines, IA
Full-time
Onsite
New Grad, Entry LevelTRIANGLE FINANCIAL SERVICES, INC. is seeking an Associate Financial Advisor who is a proactive, solutions-oriented professional. The role involves supporting financial planning and investment management, ensuring accurate client data, and fostering strong client relationships.
Financial ServicesRetirementWealth Management
Hiring Manager
Kendra Erkamaa
Responsibilities
Act as the guardian of all client personal & financial data, ensuring that the CRM and financial management systems are timely, up-to-date and accurate, so that we can provide impeccable customer service to our clients
Gather information, prepare, and draft financial planning documents under the supervision of the lead and senior advisors, including producing income studies, scenarios, research for cost basis, investment options, analysis support and financial plans
Leads meeting preparations, documentation, and follow-up items for a majority of our client meetings. This includes collaborating, creating presentations and aiding the lead and senior advisors with pre-and post-client meetings communication, documentation, and team facilitation
Act as the gatekeeper for the client plan implementation process by reviewing paperwork for accuracy and ensuring timely completion of implementation items including client actions, deliverables and execution of all paperwork
Support lead and senior advisors in divorce financial analysis services to through research, analyzing the situations, creating retirement projections, income analysis and recommending solutions
Performing day-to-day client servicing and help maintain client relationships
Work with senior and lead advisors to develop and implement investment management strategies to grow and preserve client assets based on individual client risk tolerance and goals
Strong interest in continuous learning and growth in the financial services industry
Qualification
Required
Bachelor's Degree
Licenses – Security Industry Essentials (SIE) Exam, Series 66, Life and Health (or ability to complete certifications within first 180 days of employment)
Proficiency with MSOffice and the ability to learn and become proficient with industry software
Customer service experience handling client questions, inquiries and resolving problems
Good time management, organization, interpersonal and communication skills
Thrive in a collaborative team environment
Able to adjust, improve and adopt new technologies, strategies, or processes
Company
TRIANGLE FINANCIAL SERVICES, INC.
Grow, preserve and enjoy your finances throughout a lifetime of changes.
Founded in 1993
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Kendra Erkamaa
Owner & Senior Financial Advisor
Company data provided by crunchbase