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Senior Wealth Advisor HNW Clients
Job in
Ankeny, Polk County, Iowa, 50015, USA
Listed on 2026-02-28
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Ankeny, Iowa is seeking an experienced Wealth Advisor to provide comprehensive financial strategies to high net worth clients. The ideal candidate will have a Bachelor's degree, relevant certifications (Series 65, CFP or CFA), and over 5 years of experience in financial planning. This role emphasizes relationship management and requires effective communication skills, organizational abilities, and proficiency in financial planning software.
The firm offers a competitive salary range of $70,200 to $125,000 per year depending on experience and location.
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Position Requirements
10+ Years
work experience
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