Senior Wealth Advisor

Join our nationally recognized and growing wealth advisory practice in Coralville, Iowa as a Senior Wealth Advisor.

Key Responsibilities:

• Relationship Management: Provide ongoing service and financial advice to an existing portfolio of advisory clients, ensuring their financial needs are met with the highest level of service and care.
• Comprehensive Planning: Collaborate with experienced team members to develop, implement and monitor tailored financial plans for advisory clients.
• Business Development: Build your own book of business (that you own), if you choose to do so, by leveraging our experience and robust platform and resources. (transition assistance may be available, including adding additional support staff).

Requirements:

• Experience: Minimum of 8 years experience in a licensed wealth management or financial advisory role, with a strong preference for private wealth experience.
• Education: Bachelor’s degree required; graduate degree preferred (MBA, MSF, or related field).
• Licenses: Series 7, 65/66, and other relevant certifications in good standing.
• Integrity: High ethical standards are essential.
• Service-Oriented: A deep commitment to providing high-touch, above-and-beyond client service is crucial for success in this role.

Why Join Us:

• National Recognition: We are affiliated with a well know independent broker dealer and our office is recognized nationally for our growing “Best in State” wealth advisory practice.
• Team Environment: Work in a fun, modern, professional office, equipped with advanced resources and technologies. We want you to enjoy coming to the office.
• Selectivity: We are highly selective in adding a new Senior Wealth Advisor, ensuring alignment with our existing team members, high ethical standards, and commitment to exceptional service.
• Compensation: Highly competitive base salary, incentive, and bonus compensation, full benefits, and a clear path to long-term growth and possible succession.