Senior Private Wealth Advisor; CFP/CFA – High Net Worth
Job in
Windsor Heights, Polk County, Iowa, 50324, 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, Financial Services
Job Description & How to Apply Below
Location: Windsor Heights
A financial services firm located in Windsor Heights is seeking an experienced wealth advisor to join their team. The successful candidate will provide comprehensive wealth management advice to high net worth clients, create tailored financial strategies, and cultivate lasting relationships. Ideal applicants will have at least five years of relevant experience, a bachelor's degree, and appropriate certifications. This position offers competitive compensation between $70,200 and $125,000 annually, alongside a hybrid work model and extensive professional growth opportunities.
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Position Requirements
10+ Years
work experience
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