Senior Wealth Advisor — ‑Net‑Worth Planning & Growth
Job in
West Des Moines, Polk County, Iowa, 50265, USA
Listed on 2026-10-07
Listing for:
Mariner
Full Time
position Listed on 2026-10-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset 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.
Step into the Senior Wealth Advisor — High‑Net‑Worth Planning & Growth role at Mariner in West Des Moines, IA, United States and grow with us. Full responsibilities and requirements are described in the listing above. Learn more about the Senior Wealth Advisor — High‑Net‑Worth Planning & Growth role in the description above. We appreciate your interest in this position.
Position Requirements
10+ Years
work experience
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