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Senior Wealth Advisor — UHNW Planning + Tech Innovation

Job in Des Moines, Polk County, Iowa, 50319, USA
Listing for: Compound
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial advisory firm in Des Moines is seeking a wealth advisor to work directly with high-net-worth clients. In this role, you will collaborate with clients on critical financial decisions and innovate the firm’s product offerings in partnership with the technology team. An ideal candidate will have 3-5+ years of experience advising HNW individuals and hold necessary accreditations like CFP or Series 65.

This position offers a revenue-based compensation structure.
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Position Requirements
10+ Years work experience
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