Senior Wealth Advisor HNW Clients
Job in
Prole, Warren County, Iowa, 50229, USA
Listed on 2026-02-28
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
Location: Prole
A national financial services firm in Iowa is seeking a Wealth Advisor to provide comprehensive wealth management for high net worth clients. This role involves creating customized financial strategies, cultivating client relationships, and working collaboratively with a team. 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.
Competitive salary ranges from $70,200 to $125,000 per year, based on geographic location and experience.
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Position Requirements
10+ Years
work experience
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