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Wealth Advisor: Comprehensive Planning HNW Clients
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 Advisor, Financial Consultant
Job Description & How to Apply Below
A national financial services firm is seeking a Wealth Advisor to develop customized financial strategies for high net worth clients. The ideal candidate will have a Bachelor’s degree, over 5 years of relevant experience, and certifications such as Series 65, CFP, or CFA. Key responsibilities include advising clients, preparing financial plans, and mentoring junior advisors. The position offers a competitive salary range from $70,200 to $125,000 annually and emphasizes professional growth in a supportive team environment.
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