Financial Advisor | Series 7
MOHR Talent, Ames, IA, United States
Financial Advisor
Ames, IA (Onsite)
$60,000 – $85,000 Base + 15% Bonus
Full-Time | Direct Hire
About the Opportunity We’re partnering with a
high-performing, nationally recognized wealth advisory team
that is continuing to grow due to internal promotions. This is a rare opportunity to join a firm that invests heavily in its people and offers a
clear path to becoming a Lead Advisor within ~2 years .
This role is ideal for someone early in their financial services career who wants
hands-on exposure to client meetings, financial planning, and relationship management —while receiving mentorship from experienced advisors.
What You’ll Do
Attend client meetings and document key follow-ups and action items
Support development of financial plans, proposals, and recommendations
Manage client workflows, tasks, and communication within CRM systems
Prepare materials for meetings and ensure seamless follow-through
Act as a secondary point of contact for client relationships
Communicate professionally via phone, email, Zoom, and in person
Complete required licensing with full company support
What We’re Looking For
1–2+ years of experience in financial services, banking, insurance, or wealth management
Bachelor’s degree in Finance, Business, Economics, or related field
Strong communication and relationship-building skills
Highly organized with strong attention to detail
Client-first mindset with high integrity and professionalism
Desire to grow, learn, and pursue advanced credentials
Licensing & Growth Path
Life & Health License – within 6 months
Series 7 & 63 – within 12 months
CFP® – encouraged within ~2 years
Compensation & Structure
Base Salary: $60,000 – $85,000 (based on licensure)
15% Performance Bonus
No commission structure until promotion to Lead Advisor
MOHR Talent is an equal‑opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com.
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Ames, IA (Onsite)
$60,000 – $85,000 Base + 15% Bonus
Full-Time | Direct Hire
About the Opportunity We’re partnering with a
high-performing, nationally recognized wealth advisory team
that is continuing to grow due to internal promotions. This is a rare opportunity to join a firm that invests heavily in its people and offers a
clear path to becoming a Lead Advisor within ~2 years .
This role is ideal for someone early in their financial services career who wants
hands-on exposure to client meetings, financial planning, and relationship management —while receiving mentorship from experienced advisors.
What You’ll Do
Attend client meetings and document key follow-ups and action items
Support development of financial plans, proposals, and recommendations
Manage client workflows, tasks, and communication within CRM systems
Prepare materials for meetings and ensure seamless follow-through
Act as a secondary point of contact for client relationships
Communicate professionally via phone, email, Zoom, and in person
Complete required licensing with full company support
What We’re Looking For
1–2+ years of experience in financial services, banking, insurance, or wealth management
Bachelor’s degree in Finance, Business, Economics, or related field
Strong communication and relationship-building skills
Highly organized with strong attention to detail
Client-first mindset with high integrity and professionalism
Desire to grow, learn, and pursue advanced credentials
Licensing & Growth Path
Life & Health License – within 6 months
Series 7 & 63 – within 12 months
CFP® – encouraged within ~2 years
Compensation & Structure
Base Salary: $60,000 – $85,000 (based on licensure)
15% Performance Bonus
No commission structure until promotion to Lead Advisor
MOHR Talent is an equal‑opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com.
#J-18808-Ljbffr