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Wealth Management Senior Associate PTO
Job in
Cedar Rapids, Linn County, Iowa, 52404, USA
Listed on 2026-06-05
Listing for:
Goodwin Recruiting
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Goodwin Recruiting is seeking a Senior Associate in Cedar Rapids, Iowa, to support high-net-worth clients. The role includes managing client relationships, assisting in meeting preparations, and developing financial plans.
The ideal candidate will have a Bachelor's Degree and over 5 years of experience in wealth management, along with a Series 65 license. The position offers a salary between $80,000 - $90,000 and excellent benefits including 401k matching and unlimited PTO.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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