Wealth Advisor: Comprehensive Planning HNW Clients
Job in
Clive, Polk County, Iowa, 50325, USA
Listed on 2026-03-01
Listing for:
Mariner Finance
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, 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 and provide tailored financial strategies to high net worth clients. The ideal candidate will have a Bachelor’s degree, at least 5 years of relevant experience, and necessary certifications like Series 65, CFP, or CFA. This position supports professional growth and offers a hybrid work model with competitive compensation ranging from $70,200 to $125,000 annually.
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