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Senior Wealth Advisor HNW Clients
Job in
Grimes, Polk County, Iowa, 50111, USA
Listed on 2026-03-07
Listing for:
Mariner Finance
Full Time
position Listed on 2026-03-07
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Grimes
A national financial services firm is seeking a Wealth Advisor to join their team in Grimes, Iowa. In this role, you'll work closely with clients, crafting comprehensive financial plans in alignment with their goals. The ideal candidate will have a Bachelor's degree, over 5 years of related experience, and relevant certifications like Series 65 or CFP. The firm offers a supportive environment with opportunities for professional growth and a competitive salary 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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