Important Location Note

We can only hire candidates who currently reside in Iowa. There are no territory restrictions—once licensed, you can serve clients anywhere in the U.S.

This is a full-time opportunity offering a flexible schedule. Team members are expected in the office 1–2 days per week, with the remaining time dedicated to remote work and in-person or virtual client appointments.

Benefits Include:

• Medical, Dental, Vision

• Flexible Spending Account (FSA)

• Short & Long-Term Disability

• Group Life and AD&D

• 401(k) with up to 3% match

• Pension Plan

At Financial Architects Inc, we empower clients to achieve financial clarity and stability through well-structured plans and strategies. As an Entry-Level Wealth Manager, you'll be stepping into a role that values growth, both personally and professionally. You'll learn the essentials of wealth management and financial planning, honing your communication, analytical, and relationship-building skills to become a trusted advisor. You'll be part of a team that believes in collaboration and innovation, offering you the tools and support necessary to thrive.

In this client-facing role, you'll enjoy a flexible schedule, balancing time between our office and remote work. While you'll need to be in the office one to two days a week, the rest of your time will be dedicated to meeting with clients, either in person or virtually. We offer a competitive benefits package, including medical, dental, and vision insurance, as well as a 401(k) with up to a three percent match and a pension plan. Join us at Financial Architects Inc, and let's build a rewarding career together.

• Develop and maintain strong relationships with clients, ensuring their financial goals are met with tailored strategies.
• Conduct comprehensive financial assessments to understand clients' needs and provide personalized advice.
• Collaborate with team members to create innovative financial plans that align with clients' objectives.
• Stay informed about industry trends and regulatory changes to offer clients the most up-to-date advice.
• Schedule and conduct regular client meetings, both in-person and virtually, to review financial plans and adjust as needed.
• Utilize analytical skills to evaluate investment opportunities and recommend suitable options for clients.
• Assist in the preparation of detailed reports and presentations to communicate financial strategies effectively to clients and stakeholders.

What We’re Looking For

• Self-starter with strong work ethic and a desire to learn.

• Comfortable talking to people and building long-term relationships.

• Interested in a career with flexibility, growth, and meaningful impact.

• Strong communication skills; an analytical mindset is a plus.

• Bachelor’s degree in business, finance, or related field required.

• Familiarity with Microsoft Office/Google Suite/CRM tools is helpful.

• FINRA Series 7 & 63/66 is a plus (not required to apply).

At Financial Architects Inc, our mission is to provide systems that help clients create a financial plan and manage their money in a structured and coordinated way. We offer practical financial strategies designed to improve organization and clarity. Ultimately, we aim to support clients in creating stable and fulfilling financial lives.