Senior Wealth Advisor — High Net Worth Planning; Hybrid
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 is looking for a Wealth Advisor to collaborate with the wealth management team. The role involves creating comprehensive wealth plans tailored to client needs and values. Candidates should possess a Bachelor’s degree, relevant certification like CFP or CFA, and extensive experience in financial planning. The position offers a range from $70,200 to $125,000 annually, depending on various factors such as location and experience.
Join a supportive team dedicated to professional growth and work-life balance.
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Position Requirements
10+ Years
work experience
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