Lead Wealth Advisor High-Net-Worth Planning
Job in
Urbandale, Polk County, Iowa, 50322, USA
Listed on 2026-02-28
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial services firm is seeking a wealth advisor to work with the wealth management team in creating comprehensive financial strategies. The role involves preparing personalized financial plans, managing client relationships, and training new associates. Candidates must have a Bachelor's degree and substantial experience in financial planning, alongside certifications like CFP or CFA. The compensation ranges from $70,200 to $125,000 annually, based on various factors including location and experience.
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