Private Wealth Advisor

Job overview

The Private Wealth Advisor role is onsite in Coralville, IA. Compensation is listed as $80,000–$140,000 depending on experience and whether the candidate has a current book of business. Katalyst Systems Impact describes a relationship-driven private wealth practice offering collaborative advisor relationships and planning resources. The advisor serves clients through comprehensive, long-term financial planning and may continue building an existing practice while retaining client relationships. The opportunity emphasizes client relationships over transactions and offers access to referrals, administrative support, and in-house tax and estate planning resources as the practice grows.

What you'll do

• Advise clients through comprehensive planning
• maintain and grow client relationships
• retain ownership of existing client relationships
• collaborate with experienced advisors
• use established referral and client opportunities
• work with available administrative and operational support and in-house tax and estate planning resources.

What we're looking for

Skills & competencies

private wealth advisor

financial advisor

wealth management

financial planning

client relationships

coralville ia

katalyst systems impact

referral network

tax planning resources

estate planning resources

$80k–$140k annually

Work arrangement

• Weekend coverage required

Benefits & perks

• Established referral network, existing client opportunities, collaborative advisor relationships, administrative and operational support, and access to in-house tax and estate planning resources.

Why this role

Confidential opportunity; established advisors may receive transition assistance when appropriate; advisors may continue building their own practice.

About the employer

Katalyst Systems Impact is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.