Senior Wealth Advisor HNW Clients
Job in
Van Meter, Dallas County, Iowa, 50261, USA
Listed on 2026-02-28
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
Location: Van Meter
A national financial services firm in Van Meter, Iowa is seeking a Wealth Advisor to collaborate with a wealth management team. The role involves creating comprehensive wealth plans tailored to high net worth clients, with a focus on nurturing relationships and achieving clients' financial goals. Ideal candidates will have a Bachelor's degree, at least 5 years of relevant experience, and hold certifications such as Series 65, CFP or CFA.
The position offers competitive compensation ranging from $70,200 to $125,000 annually, alongside opportunities for professional growth.
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Position Requirements
10+ Years
work experience
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