Senior Wealth Advisor HNW Clients
Job in
Norwalk, Warren County, Iowa, 50211, USA
Listed on 2026-02-28
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
A national financial services firm seeks a Wealth Advisor to partner with clients in creating comprehensive wealth strategies aligned with their goals. The role requires at least a Bachelor's degree, a minimum of 5 years of related experience, and certifications like Series 65, CFP, or CFA. Responsibilities include providing wealth management advice, crafting financial plans, fostering client relationships, and contributing to team development.
The position offers a salary 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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