Senior Wealth Advisor — High‑Net‑Worth Planning & Growth

Mariner; West Des Moines (IA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Progressive opportunities

Work-life balance

Professional growth

Job summary

A financial advisory firm in West Des Moines is seeking an experienced Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. The ideal candidate will have a Bachelor's degree, extensive experience in financial planning, and must possess a Series 65, CFP or CFA certification. Responsibilities include preparing customized financial portfolios and cultivating client relationships while mentoring new associates. The company promotes a diverse culture and offers growth opportunities.

Qualifications

• 5+ years' experience in financial planning, accounting, or legal fields.
• Certification Series 65, CFP or CFA required.
• Experience with high net worth clients preferred.

Responsibilities

• Provide comprehensive wealth management advice.
• Prepare customized financial plans and portfolios.
• Cultivate and lead client relationships.
• Execute client requests and update information.
• Participate in obtaining new clients.
• Train and mentor new associates.

Skills

Wealth management experience

Interpersonal skills

Attention to detail

Organizational skills

Communication skills

Education

Bachelor’s degree

Tools

eMoney

MoneyGuide Pro

Job description

A financial advisory firm in West Des Moines is seeking an experienced Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. The ideal candidate will have a Bachelor's degree, extensive experience in financial planning, and must possess a Series 65, CFP or CFA certification. Responsibilities include preparing customized financial portfolios and cultivating client relationships while mentoring new associates. The company promotes a diverse culture and offers growth opportunities.