Wealth Advisor - Senior, Client Strategy & Planning

mariner-careers; West Des Moines (IA); On-site; USD 90,000 - 150,000; Full time

Job summary

Mariner-careers is seeking a Wealth Advisor to join our wealth management team in West Des Moines, IA. You will craft comprehensive wealth plans aligned with client goals, coordinate strategies, and build trusted client relationships.

The role requires a Bachelor's degree, 5+ years in financial planning, and credentials such as Series 65, CFP or CFA. You will mentor associates and help grow the business in a collaborative environment.

Qualifications

• Bachelor's degree required.
• 5+ years’ experience in financial planning or related field.
• Series 65, CFP or CFA required.

Responsibilities

• Provide comprehensive wealth management advice to high net worth clients.
• Prepare customized financial plans and portfolios after research and analysis.
• Cultivate and lead client relationships to address questions and needs.
• Collaborate with team to execute client requests and update information.
• Assist in acquiring new clients through relationships and networks.
• Mentor new associates and support talent development.

Skills

Wealth management experience

High net worth clients

Client relationship management

Interpersonal communication

Mentoring/training

Attention to detail

Time management

Team collaboration

Series 65

CFP/CFA

emoney

MoneyGuide Pro

Education

Bachelor's degree

Tools

eMoney

MoneyGuide Pro

Job description

Mariner-careers is seeking a Wealth Advisor to join our wealth management team in West Des Moines, IA. You will craft comprehensive wealth plans aligned with client goals, coordinate strategies, and build trusted client relationships.

The role requires a Bachelor's degree, 5+ years in financial planning, and credentials such as Series 65, CFP or CFA. You will mentor associates and help grow the business in a collaborative environment.