Wealth Advisor: Comprehensive Planning HNW 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
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking a Wealth Advisor in Waukee, Iowa. The ideal candidate will collaborate with the wealth management team to develop tailored wealth plans, focusing on high net worth clients. Responsibilities include advising clients, creating custom financial strategies, and mentoring new team members. A bachelor's degree and significant financial planning experience (5+ years) are required, along with certifications such as Series 65, CFP, or CFA.
Competitive compensation is offered, reflecting the local market and relevant experience.
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