Senior Wealth Advisor — Hybrid, ‑Impact 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 Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Waukee, Iowa is seeking a Wealth Advisor to provide comprehensive wealth management solutions to high net worth clients. The ideal candidate should have 5+ years of relevant experience along with a Bachelor's degree and hold certifications such as Series 65, CFP, or CFA. This role involves preparing financial plans, cultivating client relationships, and contributing to team development.
A competitive compensation package is offered, ranging from $70,200 to $125,000 per year, reflecting market conditions.
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Position Requirements
10+ Years
work experience
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