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Lead Advisor & Client Wealth Strategist
Job in
Township of Glidden, Carroll County, Iowa, USA
Listed on 2026-11-04
Listing for:
Modern Wealth Management
Full Time
position Listed on 2026-11-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Services
Job Description & How to Apply Below
A financial services firm in Iowa seeks a Lead Advisor to manage ongoing client relationships and financial strategies. This role requires strong skills in financial planning and investment management, alongside mentoring Relationship Managers. Applicants should have a Bachelor's degree in finance or a related field and CFP certification, with at least 5 years of experience in financial services. The company offers generous benefits including health coverage and a 401k match.
The following opportunity is for a Lead Advisor & Client Wealth Strategist with Modern Wealth Management. Take a moment to read everything above and see whether this role is right for you. This posting is for the Lead Advisor & Client Wealth Strategist role at Modern Wealth Management, based in Glidden Township, IA, United States. We are looking to fill the Lead Advisor & Client Wealth Strategist position at Modern Wealth Management in Glidden Township, IA, United States.
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