Hiring: Associate Wealth Advisor Company: Mariner Location: West Des Moines, IA Job Posted Time: 2026-09-03 14:27:37 Target Skills & Keywords : CFP, Financial Planning, Wealth Management About the job Experience: •2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience Required Skills: •Interface directly with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients •Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions •Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items •Critical in supporting, retaining and building meaningful client relationships •Participate in the sales process in partnership with team to build new client relationships •Actively develop skills in various software programs for investment and financial planning Qualifications: •Bachelor’s degree (degrees in finance or related field are a plus) •CFP designation or Series 65 required •Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning •Previous experience with high net worth or ultra-high net worth clients/families is preferred •Highly effective interpersonal, relationship management and communication skills •Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities •By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice. Compensation: •$75,000 - $120,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!