Senior Wealth Advisor: Holistic Planning & Growth

W3Global; Council Bluffs (IA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health, Dental, Vision coverage

401(k) with match and profit sharing

Twelve paid holidays each year

Birthday week extra vacation day

Flexible PTO policy

Paid sabbatical after seven years

Competitive compensation

Job summary

W3Global is seeking a Wealth Advisor in Council Bluffs, IA to manage relationships with high-net-worth clients and deliver comprehensive financial planning. You will develop new business, coordinate estate, insurance and tax strategies, and work with our investment team to align planning with client goals.

The ideal candidate has 7–10 years in financial advisory services, CFP or CFA certification, and a strong network with centers of influence, along with exceptional communication and leadership

Qualifications

• Bachelor's degree from an accredited college or university.
• 7–10 years of experience in financial advisory services with client management.
• CFP or CFA certification required.
• Strong networking abilities and centers of influence.
• Excellent communication, written and verbal.

Responsibilities

• Manage relationships for a select group of high-net-worth clients.
• Identify and develop new business opportunities.
• Implement financial plans, coordinating estate, insurance, and tax strategies.
• Collaborate with the investment team to align strategies with client goals.
• Provide exemplary client service with high ethical standards.
• Coordinate client communications and money movements via CRM.
• Support firm growth through networking and community involvement.

Skills

Networking

Active listening

Leadership

Client-first

Team player

Entrepreneurial mindset

Communication

Education

Bachelor's Degree

CFP or CFA

Job description

W3Global is seeking a Wealth Advisor in Council Bluffs, IA to manage relationships with high-net-worth clients and deliver comprehensive financial planning. You will develop new business, coordinate estate, insurance and tax strategies, and work with our investment team to align planning with client goals.

The ideal candidate has 7–10 years in financial advisory services, CFP or CFA certification, and a strong network with centers of influence, along with exceptional communication and leadership