Lead Wealth Advisor High-Net-Worth Planning
Job in
Windsor Heights, Polk County, Iowa, 50324, USA
Listed on 2026-02-28
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
Location: Windsor Heights
A national financial services firm is seeking a Wealth Advisor to join their team. The role involves collaborating with clients to create comprehensive wealth plans, requiring 5+ years of relevant experience and a bachelor's degree. Certification in Series 65, CFP, or CFA is essential. Candidates must possess strong communication skills and the ability to manage high net worth clients. The firm offers competitive compensation between $70,200 and $125,000 annually, along with opportunities for professional growth in a supportive environment.
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