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Senior Wealth Advisor — ‑Net‑Worth Planning & Growth
Job in
West Des Moines, Polk County, Iowa, 50265, USA
Listed on 2026-06-23
Listing for:
Mariner
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
A financial advisory firm in West Des Moines is seeking an experienced Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. The ideal candidate will have a Bachelor's degree, extensive experience in financial planning, and must possess a Series 65, CFP or CFA certification. Responsibilities include preparing customized financial portfolios and cultivating client relationships while mentoring new associates.
The company promotes a diverse culture and offers growth opportunities.
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Position Requirements
10+ Years
work experience
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