Senior Wealth Advisor — High Net Worth Planning; Hybrid
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
Job Description & How to Apply Below
A national financial services firm in Iowa is seeking a Wealth Advisor to join their team. The ideal candidate will have a Bachelor's degree, 5+ years of relevant experience, and Series 65, CFP, or CFA certification. Responsibilities include providing wealth management advice, preparing financial plans, and nurturing client relationships. The role emphasizes teamwork and continuous education. Compensation ranges from $70,200 to $125,000 annually based on experience and location, with opportunities for additional incentives.
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Position Requirements
10+ Years
work experience
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