Financial Advisor (Path to Lead Advisor)
If you’re a relationship-builder who thrives on structure, accountability, and service—not sales—we want to meet you. While this role is titled Financial Advisor to reflect the career path, you’ll begin in a full-time, in-office Service Advisor position designed to set the foundation for future advisory success. This is a long-term opportunity with a clear and supported path to becoming a Lead Financial Advisor. Ideal for early-career professionals from banking, insurance, or education. Must be local or willing to relocate to Belle Plaine. Apply today to join a values-based, coaching-focused financial services firm.
Do You:
- Believe a financial plan is more than just numbers—it’s a roadmap to clarity, confidence, and peace of mind?
- Want to join a values-aligned firm where service comes before sales, and where you’re empowered to grow as a trusted advisor—not just grind for leads?
- Thrive in a coaching-focused, team-driven environment where your contributions matter and your long-term career path is supported with care?
- Appreciate having access to tested tools, templates, and systems so you can focus on delivering meaningful results?
- Thrive in a structured environment that rewards initiative, accountability, and maturity?
- Want to develop within a firm that sets clear expectations and supports your development every step of the way?
Position
About Leading Advisor Inc.
You may notice that this job posting lists Leading Advisor Inc. at the top—this is because we are managing the hiring process on behalf of our client, Vantagus. Leading Advisor Inc. is a Fractional Chief Operating Officer firm specializing in building and strengthening financial advisory and insurance agency teams through structured, values-based hiring systems. While you’ll work directly for Vantagus, we’re your first point of contact and are here to ensure a smooth, professional, and values-aligned hiring experience for both candidates and our client.
- We are hiring a Service Advisor with the maturity, professionalism, and long-term leadership potential to grow into a Lead Advisor role. This is not a position for someone seeking a quick promotion or an inherited book of business. It’s a long-term opportunity for a growth-minded professional who values purpose-driven planning and is committed to growing within a firm that takes its values, culture, and client relationships seriously.
- To start, you’ll spend your first year in an Associate/Service Advisor capacity. During this phase, you’ll fully integrate into our service systems and team culture—building trust, mastering our client service workflows, and embodying our Financial Game Plan (FGP) process. This structured onboarding ensures a deep understanding of our high-integrity, life-stage-based planning model and prepares you to deliver consistent, exceptional client experiences.
- As you grow, you’ll take on more responsibility—transitioning into a Lead Advisor / Financial Coach role, managing key client relationships, and nurturing new ones. This role blends service excellence, planning leadership, and strategic business growth. Over time, you'll contribute to team strategy and may pursue Senior Advisor and ownership opportunities in a culture designed to support your continued development.
- This is a full-time position based in Belle Plaine, IA, with in-office presence required. Flexible hybrid options may be available once onboarding is complete. This position is available immediately.
About You
You are an emerging professional with emotional maturity, strong follow-through, and a service-first mindset. You thrive in environments with clear expectations, structured systems, and a culture of accountability. Coachable and purpose-driven, you value collaboration, feedback, and long-term success—for yourself, your clients, and your team.
You’re passionate about solving real-life financial challenges—not just recommending products—and are committed to delivering a structured, high-integrity client experience. You’re energized by the opportunity to build lasting relationships and to develop within a firm that embraces coaching, implementation, and data-driven improvement.
You bring:
- Skills or interest in leading the full planning cycle—from Discovery through Review
- Attention to detail, clear communication, and an ownership mentality—even before formal equity
- A collaborative and adaptable approach grounded in long-term thinking
You are, or are willing to become:
- Fluent in the Financial Game Plan (FGP) process and our five-stage planning methodology
- Confident in presenting life, annuity, and property/casualty recommendations
- Comfortable in both one-on-one and group client-facing settings
- Active in your community and accountable to internal systems
About Us
Vantagus Wealth is the next chapter in a story that began decades ago with Johnson Insurance—an organization known for its multigenerational service and enduring client relationships. As Vantagus, we carry forward this legacy with a bold new vision: empowering advisors to deliver purpose-driven planning, build deeper relationships, and engage clients proactively through every life stage.
At the heart of our approach is the Financial Game Plan (FGP)—our proprietary planning process that helps clients clarify their goals, reduce complexity, and gain the confidence to live fully. Internally, we operate with the same clarity and commitment: structured onboarding, intentional coaching, and a clearly defined career path are all part of how we support our team.
What makes us different:
- We provide the clients—you focus on servicing relationships
- We’ve built the model—you focus on planning and delivery
- We believe in whole-person coaching and long-term cultural alignment
We invite you to be part of a team rooted in trust, inspired by legacy, and committed to helping clients navigate what’s next—with clarity, confidence, and purpose.
Key Responsibilities
Year One – Service Advisor / Associate Phase:
In your first year, you’ll focus on learning, supporting, and integrating into our planning and service systems to ensure long-term success.
- Learn and embody the full Financial Game Plan (FGP) process, including systems, workflows, and client experience standards
- Support client planning, discovery, and review meetings alongside Lead Advisors—preparing materials, taking notes, tracking follow-ups, and assisting with implementation
- Manage an assigned book of clients through our segmentation model, ensuring consistent and proactive service
- Respond to client inquiries related to insurance, investments, and planning logistics
- Shadow Lead and Senior Advisors to build hands-on experience across the five stages of the FGP
- Collaborate with paraplanners, advisors, and service team members to ensure seamless execution
- Maintain brand and communication alignment through CRM use, communication templates, and platforms like Basecamp
- Participate in internal coaching, team huddles, onboarding, training sessions, and performance scorecard reviews
- Contribute to the refinement of meeting scripts and improvements to internal processes
Career Growth Opportunity – Lead Advisor Path:
Once capability, alignment, and maturity are consistently demonstrated, you may be invited to transition into a Lead Advisor role with expanded responsibilities, including:
- Leading client relationships (AA and select AAA) assigned by the firm
- Independently conducting Discovery, Dream, Presentation, and Review meetings
- Creating and delivering customized planning recommendations and roadmaps
- Guiding clients through all five stages of the Financial Game Plan
- Coordinating with internal specialists and strategic partners to ensure timely implementation
- Begin developing a personal prospect pipeline (up to 20% of your time)
Time Allocation & Licensing Plan (Initial Phase)
During your first year, your time will be structured to support hands-on learning, licensing completion, and progressive integration into client-facing responsibilities. Our goal is to ensure both immediate contribution and long-term development.
Time Allocation:
- 60% – Client-Facing Service & Support: Attend and prepare for client meetings, respond to inquiries, assist with implementation, and manage assigned relationships
- 20% – Planning and Follow-up: Draft meeting summaries, track action items, and support the Financial Game Plan (FGP) process
- 10% – Team Collaboration: Participate in huddles, training sessions, performance reviews, and strategic discussions
- 10% – Personal Development: Licensing study, internal coaching, and contributing to firm growth initiatives
Licensing Plan:
To meet role expectations and prepare for advancement, the following licensing track is expected to be completed within 12 months:
- Series 7 and Series 66 – Target completion within the first 4–6 months
- Life, Health, and Personal Lines Licenses – Target completion by month 8
Study Strategy:
Your study schedule will be customized in coordination with your team leader to balance office responsibilities and personal capacity.
- Mornings will focus on business learning, coaching, and team integration
- Afternoons (post-2 PM) will be reserved for dedicated study blocks and licensing preparation.
Qualifications
We’re looking for a growth-minded professional who is ready to develop into a trusted advisor over time. You may not come fully licensed or experienced on day one—but you bring the mindset, maturity, and coachability to grow into a leadership role.
We’re especially interested in early-career professionals from fields like banking, insurance, education, or client service—those who are eager to learn, thrive in structured environments, and bring emotional maturity without needing to “unlearn” old habits.
You bring:
- Up to 3 years of client-facing experience in a service, planning, or support capacity
- Strong interpersonal and communication skills, with the maturity to manage relationships professionally
- Proven ability to follow through, stay organized, and contribute to a team-oriented culture
- Comfort with digital tools and systems; familiarity with CRM platforms, Zoom, and SharePoint is an asset
- Interest in learning planning tools such as MoneyGuidePro
Compensation and Benefits
We offer a competitive compensation package designed to support both your immediate stability and long-term growth within a structured, client-first culture.
- Base Salary: $50,000–$60,000 to start, with performance-based bonuses available
- Career Advancement: Clear pathway to Lead Advisor ($80,000+ in base and commission on assigned households), with further opportunity to grow into Senior Advisor and Partner roles
- Compensation Evolution: As your role progresses, hybrid models—blending salary, commission, and potential profit-sharing—may become available
- Group Benefits: Comprehensive health, vision, and dental benefits included, supporting your overall well-being
- Client-First Model: No cold prospecting—we provide qualified client relationships so you can focus on planning, service, and relationship-building
- Supportive Infrastructure: Includes administrative support, marketing tools, and financial planning systems to help you succeed
- Professional Development: Structured onboarding, internal coaching, and mentorship to support your growth into leadership
- Work Flexibility: In-office presence required in Belle Plaine, IA, with hybrid flexibility available after onboarding
Ready to Take the Next Step?
If you’re ready to take the next step in your advisory career, we’d love to hear from you. Apply today—the position is available immediately, and we’re beginning interviews soon.
Apply today with your résumé and a brief cover letter outlining why you believe you're a fit for the Service Advisor role at Vantagus. Tell us what draws you to our approach—and how you see your career evolving in a firm built on legacy, leadership, and lifelong client impact.
We’re excited to meet the right candidate who’s ready to grow with us.
Job Type: Full-time
Pay: $50,000.00 - $80,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Vision insurance
Application Question(s):
- Do you have at least 1–3 years of experience in a client-facing service, planning, or support role?
- Yes
- No
- Are you willing and able to complete the Series 7, Series 66, Life, Health, and Personal Lines licenses within your first year on the job?
- Yes, I am currently licensed
- Yes, I am willing to pursue licensing within 12 months
- No
- This firm emphasizes service before sales, long-term relationships, and a structured planning process. Which best describes your motivation?
- I prefer sales-driven, commission-heavy environments
- I prefer purpose-driven service and long-term planning
- I’m open to both
- How comfortable are you with contributing to team discussions, receiving coaching, and participating in structured onboarding and training programs?
- Very comfortable
- Somewhat comfortable
- Not comfortable
- This position is designed for someone committed to growing into a Lead Advisor role over time. What best describes your career interest?
- I’m looking for a leadership track in financial advising
- I prefer to stay in a service/support role
- I’m undecided
- This role is based in Belle Plaine, IA and requires in-office presence. Are you currently located nearby or willing to commute/relocate?
- Yes, I’m local or willing to relocate
- No
- Describe your ideal work environment. How do you stay organized and accountable when working within structured systems and team expectations?
(Short Answer)
Work Location: In person
