Senior Wealth Planner High-Net-Worth 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
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A national financial services firm located in Iowa seeks a Wealth Advisor to collaborate with a team to create comprehensive wealth plans for clients. The ideal candidate will have a Bachelor’s degree and over five years of relevant experience, including certifications such as Series 65, CFP, or CFA. Responsibilities include providing customized financial advice and cultivating strong client relationships. The role offers a competitive salary range of $70,200 to $125,000 depending on experience and location, alongside the potential for additional compensation and benefits.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×