Senior Wealth Advisor — ‑Net‑Worth Planning & Growth
Job in
West Des Moines, Polk County, Iowa, 50265, USA
Listing for:
Mariner
Full Time
position
Listed on 2026-11-14
Job specializations:
-
Finance & Banking
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.
Join us at Mariner as our next Senior Wealth Advisor — High‑Net‑Worth Planning & Growth in West Des Moines, IA, United States. Join Mariner and contribute to our ongoing work. Take a moment to read everything above and see whether this role is right for you. This posting is for the Senior Wealth Advisor — High‑Net‑Worth Planning & Growth role at Mariner, based in West Des Moines, IA, United States.
Position Requirements
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