Wealth Advisor
| Company | Compound |
|---|---|
| Location | Des Moines, IA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level, Senior |
Requirements
- 3-5+ years of experience advising HNW+
- Required accreditation (Series 65, CFP, or equivalent)
- A client service mindset
Responsibilities
- Work directly with clients in Des Moines on their financial decisions
- Partner with the technology team to innovate the product roadmap
Preferred Qualifications
-
No preferred qualifications provided.