Senior Wealth Advisor — Hybrid, ‑Impact 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, Wealth Management, Financial Advisor
Job Description & How to Apply Below
A national financial services firm is seeking a Wealth Advisor to create comprehensive wealth plans and cultivate client relationships for high net worth individuals. The role requires a Bachelor's degree and significant experience in financial planning. The ideal candidate will possess relevant certifications like Series 65 or CFP and demonstrate exceptional relationship management skills. This position offers competitive compensation ranging from $70,200 to $125,000 annually based on qualifications and geography, along with a hybrid work model.
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Position Requirements
10+ Years
work experience
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