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Senior Associate

Goodwin RecruitingCedar Rapids, IA🇺🇸United StatesPosted 12 Jul 2026

Why This Role Stands Out

This Senior Associate role at a thriving wealth advisory firm offers significant growth potential through direct client engagement and financial planning support, perfect for experienced professionals seeking to expand their expertise. You'll enjoy excellent benefits, unlimited PTO, and Summer Fridays, all within a hybrid work environment that fosters professional development and impactful client relationships. Apply today to join a dynamic team and advance your career in finance.

Quick Overview

Work Type
Hybrid
Level
Mid Senior

Job Description

Senior Associate | Cedar Rapids, IA, United States | Hybrid This employer is a rapidly growing wealth advisory firm dedicated to serving high-net-worth clients. They are seeking a talented individual to join their client service team and contribute to their continued success. The Role • Support senior advisors in managing client relationships within the client service team. • Assist with client and prospect meetings, as well as networking events. • Contribute to the development of comprehensive financial plans. • Prepare investment portfolio analysis and other financial-related projects. • Help monitor and ensure compliance with regulatory requirements. What You'll Need • Bachelor's Degree • 5+ years of experience in wealth management • Series 65 license What's On Offer • Excellent benefits package • 401k with company match • Unlimited discretionary PTO and Summer Fridays • Significant opportunities for professional and personal growth Apply via Haystack today!

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