Senior Wealth Advisor HNW Clients
Job in
Granger, Dallas County, Iowa, 50109, 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: Granger
A national financial services firm is seeking a Wealth Advisor to join its team in Granger, Iowa. The ideal candidate will work with high net worth clients to develop comprehensive wealth plans that meet their goals. Responsibilities include providing wealth management advice, cultivating client relationships, and preparing customized financial strategies. The position requires a Bachelor's degree, 5+ years of relevant experience, and appropriate certifications.
The firm offers competitive compensation, fostering professional growth and work-life balance.
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Position Requirements
10+ Years
work experience
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