Senior Wealth Planner High-Net-Worth Clients
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 Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
Location: Windsor Heights
A national financial services firm is seeking a Wealth Advisor to work directly with clients, providing comprehensive wealth management advice. This role involves creating tailored financial plans and cultivating strong client relationships. The ideal candidate will have a bachelor's degree, 5+ years of relevant experience, and a Series 65, CFP, or CFA. Located in Windsor Heights, this position offers a competitive salary between $70,200 and $125,000 annually, dependent on experience and location.
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Position Requirements
10+ Years
work experience
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