Senior Wealth Advisor HNW Clients
Job in
West Des Moines, Polk County, Iowa, 50265, 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 is seeking a Wealth Advisor to join their team in West Des Moines, Iowa. The role involves working collaboratively to create comprehensive wealth plans tailored to high net worth clients. Ideal candidates should possess a Bachelor's degree along with at least 5 years of relevant experience in financial planning, and must hold Series 65, CFP, or CFA certifications.
The firm offers competitive compensation and a hybrid work environment.
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Position Requirements
10+ Years
work experience
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