Senior Private Wealth Advisor; CFP/CFA – High Net Worth
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 Advisor, Wealth Management, Financial Consultant, Financial Services
Job Description & How to Apply Below
A national financial services firm is seeking a Wealth Advisor to work with high net worth clients, creating comprehensive wealth plans that align with client goals. Responsibilities include delivering tailored financial advice, managing client relationships, and training new associates. The ideal candidate has a Bachelor's degree, relevant experience, and certifications like Series 65, CFP, or CFA. This position offers a competitive salary range from $70,200 to $125,000 annually, reflecting various market factors.
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Position Requirements
10+ Years
work experience
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