Financial Advisor

Financial Integrators•Madison, IA

11d•Hybrid

About The Position

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

Bachelor's degree in Finance, Business, or a related area of study.
Valid FINRA Series 7 and 66 licenses are highly preferred. We will consider non-licensed individuals under the agreement that they successfully obtain full licensure within three (3) months of employment.
2+ years of experience in the financial industry is highly desired.
Strong understanding of investments, risk management tools, and asset management strategies/analysis.
Self-starter, problem solver, goal-oriented, and a dedicated team player with excellent oral/written communication and relationship-building skills.
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.

Nice To Haves

Certified Financial Planner (CFP) certification is a strong plus.

Responsibilities

Consult with clients to clearly ascertain their financial objectives, risk tolerance, income, expenses, and assets.
Develop comprehensive financial plans by leveraging client financial data and maintaining knowledge of industry best practices.
Implement strategies that align directly with each client's unique long-term monetary goals.
Offer strategic guidance regarding vital risk management strategies, including insurance coverage, annuity products, and debt management tools.
Educate clients on available products and services.
Exceed customer expectations daily by delivering accurate, efficient, courteous, and professional service.
Perform ongoing market research to stay current with financial trends and macroeconomic shifts.
Maintain compliance with regulations and security processes within the financial industry to safeguard sensitive client information.
Complete all mandatory training and continuing education required by FINRA.