Wealth Advisor: Comprehensive Planning HNW Clients
Job in
Johnston, Polk County, Iowa, 50131, USA
Listed on 2026-02-28
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services firm in Iowa seeks a Wealth Advisor to collaborate with the wealth management team in developing comprehensive wealth plans. Ideal candidates will have a Bachelor's degree, relevant experience of at least 5 years, and hold certifications such as Series 65, CFP, or CFA. This role emphasizes client relationships and requires strong interpersonal and organizational skills while managing multiple priorities in a dynamic environment.
Compensation ranges between $70,200 and $125,000 annually, with a hybrid work model encouraged.
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