Wealth Advisor- Cedar Rapids, IA

The Wealth Advisor is a key leader within the practice, responsible for delivering an exceptional, fiduciary-focused client experience while managing complex client relationships. This role builds and deepens client relationships through trusted financial guidance, skillfully navigating sensitive conversations and leading comprehensive client meetings.

The Wealth Advisor actively drives business development through an established COI network while mentoring team members and modeling the firm’s Core Values. Success in this role requires strong leadership, advanced financial planning expertise, and a growth-minded, client-first approach.