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Senior Wealth Advisor High-Net-Worth Clients

Job in Urbandale, Polk County, Iowa, 50322, USA
Listing for: Mariner Finance
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 70200 - 125000 USD Yearly USD 70200.00 125000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Advisor for High-Net-Worth Clients
A financial services firm is seeking a Wealth Advisor to develop comprehensive wealth strategies for high net worth clients. The ideal candidate will have a Bachelor's degree and over 5 years of experience in financial planning or related fields. Responsibilities include providing customized financial advice, maintaining client relationships, and mentoring new team members. The position offers a competitive salary range of $70,200 to $125,000 a year, with additional compensation opportunities.

This firm promotes a diverse culture and supports professional growth.
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Position Requirements
10+ Years work experience
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