Senior Wealth Advisor 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
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A national financial services firm is seeking a Wealth Advisor in Urbandale, Iowa. The role involves collaborating with a team to develop comprehensive wealth strategies tailored to high net worth clients. Applicants must hold a Bachelor's degree, possess certifications like Series 65 or CFP, and have a minimum of 5 years in financial planning. This position offers competitive compensation ranging from $70,200 to $125,000 annually based on experience and geographic location.
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Position Requirements
10+ Years
work experience
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