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Senior Wealth Advisor High-Net-Worth Clients

Job in Waukee, Dallas County, Iowa, 50263, USA
Listing for: Mariner Finance
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 70200 - 125000 USD Yearly USD 70200.00 125000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Advisor for High-Net-Worth Clients
A leading financial services firm in Waukee, Iowa, seeks a Wealth Advisor to deliver tailored wealth management solutions to high net worth clients. The role demands a Bachelor's degree and at least 5 years of relevant experience, including familiarity with financial planning. Responsibilities encompass creating customized financial strategies and nurturing client relationships to meet their evolving needs. This position offers competitive compensation ranging from $70,200 to $125,000 annually, reflecting market talent costs and rewarding individual performance.
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Position Requirements
10+ Years work experience
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