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Strategic Wealth Advisor & Client Partner
Job in
West Des Moines, Polk County, Iowa, 50265, USA
Listed on 2026-03-15
Listing for:
Gilbert & Cook, Inc
Full Time
position Listed on 2026-03-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
A private wealth management firm in West Des Moines is searching for a Financial Advisor who excels in strategic thinking and relationship building. This role requires at least 5 years of experience in financial services and a CFP® Certification. You will guide clients in financial decisions, foster long-term relationships, and maintain high standards of service. The position offers professional growth opportunities in a collaborative environment, emphasizing adaptability and problem-solving skills.
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