Senior Wealth Planner – Hybrid, ‑Net‑Worth Focus
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
Wealth Management, Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
Location: Windsor Heights
A national financial services firm located in Windsor Heights is searching for a Wealth Advisor to join its wealth management team. Responsibilities include providing tailored financial advice, preparing comprehensive wealth plans, and managing high net worth client relationships. Candidates should possess a Bachelor's degree, have at least 5 years of relevant experience, and hold Series 65, CFP, or CFA certifications.
The role offers a competitive salary range from $70,200 to $125,000 annually, dependent on experience and location.
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Position Requirements
10+ Years
work experience
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