Associate Financial Advisor | Series 7 Track

Associate Financial Advisor | Series 7 Track

Ames, IA | $70K–$85K Bonus


Looking to break into wealth management the right way — with mentorship, real client exposure, and a clear path to becoming an advisor?

This is not a back-office role. You’ll be in the room with clients, learning directly from experienced advisors, and building the foundation to run your own book.
What You’ll Gain

• Hands-on experience in financial planning and investment strategy
• Direct mentorship from top-performing advisors
• Clear promotion path to Lead Advisor (~2 years)
• Licensing support (Series 7, 63, CFP® track)
• A team that invests in your long-term success

• Sit in on client meetings and help drive follow-ups
• Assist in building financial plans and recommendations
• Manage client communication and ongoing service needs
• Support advisors in delivering high-quality client experiences

• 1–2 years in finance, banking, insurance, or client service
• Strong communication and people skills
• Highly motivated with long-term career goals in advising
• Bachelor’s degree preferred

• $70K–$85K base 15% bonus
• No commission early on — focus on learning and growth

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