Senior Wealth Advisor — High Net Worth Planning; Hybrid
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
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A national financial services firm is seeking a wealth advisor to collaborate with the wealth management team in developing comprehensive financial strategies tailored to clients' goals. The ideal candidate has over 5 years of relevant experience and possesses certifications such as Series 65, CFP, or CFA. Responsibilities include advising high net worth clients, preparing detailed financial plans, and nurturing client relations.
Competitive compensation offered, ranging from $70,200 to $125,000 per year, based on experience and location.
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Position Requirements
10+ Years
work experience
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