Senior Financial Advisor — High‑Net‑Worth Growth

JCW Group; Glidden Township (IA); On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

100% employer-paid health, dental, and vision coverage

4% 401(k) match, fully vested

Continuing education support and professional development opportunities

Job summary

A collaborative wealth management firm in Iowa is seeking an experienced Senior Financial Advisor to lead client relationships and develop new business. The ideal candidate has at least 10 years of financial planning experience and will mentor junior advisors while contributing to the firm's growth initiatives. This full-time position offers excellent benefits including employer-paid health coverage and a 401(k) match.

Qualifications

• Minimum 10 years of experience in financial planning, wealth management, or investment advisory services.
• A portable book of clients is preferred but not required.

Responsibilities

• Lead client discovery meetings and manage top-tier client relationships.
• Oversee annual reviews and financial planning for high-value households.
• Dedicate the majority of time to business development and relationship management.
• Collaborate with firm leadership on enhancing client and prospect experience.
• Mentor and develop Lead and Associate Advisors.

Skills

Client relationship management

Financial planning

Business development

Team leadership

Education

Bachelor’s degree in Finance, Economics, Business

Job description

A collaborative wealth management firm in Iowa is seeking an experienced Senior Financial Advisor to lead client relationships and develop new business. The ideal candidate has at least 10 years of financial planning experience and will mentor junior advisors while contributing to the firm's growth initiatives. This full-time position offers excellent benefits including employer-paid health coverage and a 401(k) match.