Senior Wealth Planner High-Net-Worth Clients
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, Financial Services
Job Description & How to Apply Below
A national financial services firm in Iowa is looking for a Wealth Advisor to work with the wealth management team to create comprehensive wealth plans and provide tailored financial strategies to high net worth clients. This position requires a Bachelor's degree, relevant experience, and certifications like Series 65, CFP, or CFA. The ideal candidate will have strong interpersonal skills and a commitment to professional growth.
Total compensation ranges from $70,200 to $125,000 annually, depending on experience and location.
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Position Requirements
10+ Years
work experience
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