Senior Wealth Planner – Hybrid, ‑Net‑Worth Focus
Job in
Des Moines, Polk County, Iowa, 50319, 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 Des Moines is looking for a Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. The ideal candidate will have a Bachelor's degree, Series 65, CFP or CFA certification, and over 5 years of relevant experience. Responsibilities include preparing customized financial plans and cultivating client relationships.
This role offers a base salary range of $70,200 to $125,000, depending on experience and location, with potential for additional incentives and benefits.
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Position Requirements
10+ Years
work experience
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