Lead Wealth Advisor High-Net-Worth Planning
Job in
Booneville, Dallas County, Iowa, 50038, USA
Listed on 2026-03-01
Listing for:
Mariner Finance
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
Location: Booneville
A financial services firm located in Booneville, Iowa, is seeking an experienced Wealth Advisor to partner with clients in creating comprehensive wealth plans. This role requires a Bachelor's degree and significant experience in financial planning. Responsibilities include managing high net worth client relationships and preparing customized financial portfolios. Candidates should possess strong interpersonal skills and be proficient in financial planning software.
The position offers a competitive salary range of $70,200 to $125,000 based on experience and skills.
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