Wealth Advisor: Comprehensive Planning HNW Clients
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
Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A national financial services firm is seeking a Wealth Advisor to develop comprehensive wealth plans and manage high net worth clients. The role involves providing tailored financial advice and building strong client relationships while mentoring new associates. The ideal candidate will have 5+ years in relevant fields and certifications such as Series 65, CFP, or CFA. The firm offers a supportive environment focused on professional growth and work-life balance, with competitive compensation ranging from $70,200 to $125,000 annually.
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