About this role
Wealth Advisor at Mariner Wealth Advisors. Location: West Des Moines, Iowa, United States. Role: manage wealth, advise clients, develop plans Requirements: Bachelor’s degree; 5+ years in financial planning or related field; Series 65, CFP or CFA; expertise in wealth management and client relationships. Category: Finance and Accounting Seniority: Mid Level Tools: eMoney, MoneyGuide Pro Certifications: series 65, cfp, cfa Commitment: Full Time Workplace: Onsite Languages: English