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Senior Wealth Planner – Hybrid, ‑Net‑Worth Focus
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
Job Description & How to Apply Below
A leading financial services firm is seeking a Wealth Advisor to work with clients in Clive, Iowa. The ideal candidate will create comprehensive financial strategies, manage client relationships, and ensure satisfaction. Required qualifications include a bachelor's degree, 5+ years in financial planning, and certifications like Series 65 or CFP. The position offers a competitive salary ranging from $70,200 to $125,000 per year along with opportunities for professional growth in a supportive environment.
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Position Requirements
10+ Years
work experience
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