Senior Wealth Advisor 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 Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A national financial services firm in Johnston, Iowa is seeking a Wealth Advisor to create comprehensive wealth plans tailored to clients' goals. This position demands strong interpersonal skills and experience managing high net worth clients. Responsibilities include providing wealth management advice and leading client relationships. Applicants should possess a Bachelor's degree, Series 65, CFP or CFA, and 5+ years of relevant experience.
Competitive compensation is offered ranging from $70,200 to $125,000 annually, based on experience and location.
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Position Requirements
10+ Years
work experience
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