Senior Wealth Advisor HNW Clients
Job in
Booneville, Dallas County, Iowa, 50038, USA
Listed on 2026-02-28
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
Location: Booneville
A national financial services firm is seeking a Wealth Advisor in Booneville, Iowa, to provide comprehensive wealth management advice to high net worth clients. The role involves preparing customized financial plans, cultivating client relationships, and mentoring new associates. Qualified candidates should have a bachelor's degree and over 5 years of relevant experience, with Series 65, CFP, or CFA certifications. A competitive compensation package is offered, reflecting the talent cost across US markets.
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Position Requirements
10+ Years
work experience
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