Finance & Banking • Des Moines, Iowa, United States
Lead Private Wealth Manager for High Net Worth (Remote)
Des Moines, Iowa, United StatesRemotePosted 10 hours ago
RemoteFinance & Banking
About the Role
Fiat Wealth Management in Des Moines, IA is seeking a Lead Private Wealth Manager to own and grow a substantial book of high-value client relationships. This senior role mentors Associates and collaborates with Client Service, Paraplanning, Tax, Insurance, and investment teams to set service standards and drive growth.
The ideal candidate pursues excellence in client outcomes, compliance, and leadership, with a track record of asset growth and high-net-worth planning.
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What You'll Do
Fiat Wealth Management in Des Moines, IA is seeking a Lead Private Wealth Manager to own and grow a substantial book of high-value client relationships.
This senior role mentors Associates and collaborates with Client Service, Paraplanning, Tax, Insurance, and investment teams to set service standards and drive growth.
The ideal candidate pursues excellence in client outcomes, compliance, and leadership, with a track record of asset growth and high-net-worth planning.
