Lead Wealth Advisor High-Net-Worth Planning
Job in
Waukee, Dallas County, Iowa, 50263, 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 Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm is seeking a Wealth Advisor in Waukee, Iowa. The ideal candidate will work with clients to create comprehensive wealth plans, providing financial strategies aligned with client goals. Responsibilities include advising high net worth individuals, preparing detailed financial plans, and mentoring junior staff. Candidates must hold a Bachelor's degree and have 5+ years of relevant experience including Series 65, CFP or CFA credentials.
This role offers competitive compensation based on skills, market, and experience.
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