Senior Wealth Advisor — Hybrid, ‑Impact Planning
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, Financial Services
Job Description & How to Apply Below
A national financial services firm in Clive, Iowa is seeking a Wealth Advisor to create comprehensive wealth plans for high net worth clients. The ideal candidate will have a Bachelor’s degree, 5+ years of experience in financial planning, and relevant certifications such as Series 65, CFP, or CFA. Responsibilities include providing wealth management advice, cultivating client relationships, and preparing customized financial plans.
The firm offers a collaborative environment focused on professional growth and work-life balance.
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Position Requirements
10+ Years
work experience
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