MOHR Talent · 16 hours ago
Associate Financial Advisor
Slater, IA
Full-time
Onsite
Entry Level
$85K/yr - $85K/yr
1+ years expMOHR Talent is a private wealth management firm seeking an Associate Financial Advisor. This role involves client relationship management and supporting senior advisors while providing a high-quality client experience with a clear growth trajectory toward becoming a Lead Advisor.
Staffing & Recruiting
Responsibilities
Participate in client meetings (in-person, virtual, and via email) and ensure follow-up actions are completed
Take detailed meeting notes, conduct debriefs, and manage client follow-through to maintain a consistent client experience
Maintain workflow and data integrity within the Customer Relationship Management (CRM) system
Support senior advisors by creating and maintaining comprehensive financial plans
Prepare materials and review client information in advance of meetings
Serve as a secondary relationship manager for assigned clients
Qualification
Required
Bachelor's degree in Business, Finance, or a related field
Life & Health Insurance License required within 6 months of employment
Series 7 & 63 Licenses required within 12 months of employment
Demonstrated ability to build and maintain strong client relationships
Highly motivated, growth-oriented, and passionate about serving clients
Strong communication, organization, and interpersonal skills
Proven ability to manage multiple priorities with exceptional attention to detail
High integrity and commitment to putting client needs first
Preferred
1–2 years of experience in financial services preferred
CFP certification encouraged by the end of year two
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