Senior Wealth Advisor High-Net-Worth 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 national financial services firm in Iowa is seeking a Wealth Advisor to work with a wealth management team in creating personalized financial strategies for high net worth clients. The successful candidate will have a Bachelor's degree, significant experience in financial planning, and relevant certifications such as Series 65, CFP or CFA.
This role offers a hybrid work environment and compensation ranging from $70,200 to $125,000 annually based on qualifications and experience.
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Position Requirements
10+ Years
work experience
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