Asset Management Associate
About The Position
Are you a detail-oriented professional who loves the precision of financial markets? Do you get energized by ensuring every trade is executed perfectly, every account is balanced, and every client proposal is built on rock-solid data? We’re seeking an Asset Management Associate to join our team and help manage the engine behind our wealth management strategies. This is a highly analytical, hands-on role for someone who enjoys the technical side of finance: portfolio maintenance, fixed income markets, and maintaining the data integrity that allows our firm to provide elite service. You’ll partner closely with our Investment Committee and advisors to ensure our portfolios are synchronized, our trading is seamless, and our clients' financial roadmaps are supported by accurate, real-time execution. Location: This position is based in Des Moines, IA . A hybrid work schedule is available, with a mix of in-office and remote work to support collaboration, flexibility, and business needs. Who We Are: Financial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals, families, and business owners. By combining personalized financial planning with professional asset management, tax optimization, and estate strategies, they unify every aspect of a client’s financial life into one cohesive roadmap. Whether protecting assets through tailored insurance or navigating business succession and retirement plans, Financial Integrators uses a collaborative, team-based approach to provide the clarity and confidence needed to secure a lasting financial legacy.
Requirements
- Education: Bachelor’s degree (or equivalent certification/experience) in Finance, Economics, or a related field.
- Experience: 0+ years in the financial industry; we value a solid understanding of investments and financial planning strategies.
- Analytical Mindset: Strong financial and analytical skills with the ability to work efficiently and accurately.
- Precision: Exceptional attention to detail; you are someone who catches the small things before they become big things.
- Soft Skills: You are a self-starter, a problem solver, and a team player with excellent communication and relationship-building skills.
- Physical Requirements:
- Ability to sit or stand for extended periods in an office environment
- Work on a computer for long durations
- Occasionally lift up to 15 pounds
Responsibilities
- Drive Trading & Portfolio Execution
- Trade financial securities and rebalance client accounts.
- Monitor account deposits and transfers to ensure capital is working efficiently for our clients.
- Screen and trade fixed income products.
- Raise funds for distributions and contributions while managing the liquidity needs of diverse portfolios.
- Connect with advisors and clients to obtain trade approvals (with appropriate licensure) to provide excellent customer service and clarity.
- Support the Investment Committee & Strategy
- Follow Investment Committee guidance.
- Recommend and monitor investment options specifically for retirement plans.
- Generate high-quality proposals and "what-if" hypotheticals to help clients visualize their financial future.
- Maintain Data Integrity & Report Generation
- Update and generate meeting and trading files and reports.
- Leverage databases to maintain and retrieve accurate account information.
- Maintain consistent, high-quality documentation and controls across all operational workflows and systems.
Benefits
- We provide a total rewards package focused on your health, family, and financial security. This includes comprehensive medical, dental, and vision options alongside company-paid disability and life insurance.
- We support your work-life balance with PTO, paid holidays, volunteer time off, and paid parental leave.
- Finally, we invest in your future through a 401(k) plan and a robust Employee Assistance Program for professional support.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1-10 employees
