Senior Wealth Planner – Hybrid, ‑Net‑Worth Focus
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 national financial services firm seeks a Wealth Advisor in Waukee, Iowa. You will collaborate with the wealth management team to develop comprehensive wealth plans for high net worth clients. The role requires a Bachelor's degree, 5+ years of relevant experience, and Series 65, CFP or CFA certification. Strong skills in financial planning software and interpersonal communication are essential. The position offers a competitive salary range of $70,200.00 to $, based on skills and experience.
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Position Requirements
10+ Years
work experience
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