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Senior Wealth Planner – Hybrid, ‑Net‑Worth Focus

Job in West Des Moines, Polk County, Iowa, 50265, USA
Listing for: Mariner Finance
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Advisor, 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 Planner – Hybrid, High‑Net‑Worth Focus
A financial services firm located in West Des Moines, Iowa, is seeking a Wealth Advisor to create comprehensive wealth plans for high net worth clients. The successful candidate will work closely with a team to provide tailored advice and cultivate client relationships. Requirements include a bachelor's degree, relevant experience, and Series 65, CFP or CFA certification.

This role offers a dynamic work environment with competitive compensation ranging from $70,200 to $125,000, reflecting geographic location and experience.
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Position Requirements
10+ Years work experience
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