Senior Wealth Advisor High-Net-Worth Clients
Job in
Booneville, Dallas County, Iowa, 50038, USA
Listed on 2026-02-28
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant, Financial Services
Job Description & How to Apply Below
Location: Booneville
A national financial services firm in Booneville is seeking a Wealth Advisor to work with high net worth clients. This role involves creating comprehensive wealth plans, providing tailored advice, and building client relationships. Ideal candidates will have a Bachelor's degree, 5+ years of relevant experience, and hold certifications like Series 65 or CFP. The firm values professional growth and offers competitive compensation ranging from $70,200 to $125,000 annually based on experience and location.
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Position Requirements
10+ Years
work experience
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