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Lead Wealth Advisor High-Net-Worth Planning
Job in
Cumming, Warren County, Iowa, 50061, USA
Listed on 2026-03-06
Listing for:
Mariner Finance
Full Time
position Listed on 2026-03-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
Location: Cumming
A national financial services firm in Cumming, IA seeks a Wealth Advisor to collaborate with the wealth management team. Responsibilities include creating comprehensive wealth plans and managing high net worth client relationships. Ideal candidates will have a bachelor's degree, 5+ years of relevant experience, and certifications like Series 65, CFP, or CFA. The role promises competitive compensation ranging from $70,200 to $125,000 annually, based on experience and location, along with a supportive and diverse work culture.
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