Senior Wealth Advisor High-Net-Worth Clients
Job in
Clive, Polk County, Iowa, 50325, USA
Listed on 2026-02-28
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A national financial services firm is seeking a Wealth Advisor to work directly with clients. The role involves creating comprehensive wealth plans, cultivating client relationships, and leading advisory teams. Candidates must have a Bachelor's degree, 5+ years of relevant experience, and either a Series 65, CFP, or CFA. This position offers a salary range from $70,200 to $125,000 depending on experience and location, within a supportive and diverse work culture that promotes professional growth.
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Position Requirements
10+ Years
work experience
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