Associate Wealth Advisor

The role

You will work with the wealth advisor team to give comprehensive wealth management advice to high net worth clients. You will prepare customized financial plans and portfolios by doing research and analysis.

What you will do

• Work with the wealth advisor team to provide comprehensive wealth management advice to high net worth clients
• Prepare customized comprehensive financial plans and portfolios by conducting research and analysis
• Work with your team and resources to execute client requests, update information and follow up on open items
• Support, retain and build meaningful client relationships
• Take part in the sales process with the team to build new client relationships
• Develop skills in software programs for investment and financial planning

Required qualifications

• Bachelor's degree
• 2+ years of prior experience in a financial planning, accounting, law firm or other organization that provided relevant experience
• CFP designation or Series 65
• Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
• Highly effective interpersonal, relationship management and communication skills
• Strong attention to detail
• Excellent organizational and time management skills in a high-energy environment to manage multiple priorities

Nice to have

• Degree in finance or a related field
• Previous experience with high net worth or ultra-high net worth clients or families
• Experience using financial planning software (eMoney, MoneyGuide Pro)

Benefits

• Progressive opportunities for associates
• Support for professional growth
• Opportunities to give back to the community
• Innovative workplace
• Culture that fosters camaraderie, teamwork and work-life balance

Before you apply

• CFP designation or Series 65 is required

About the company

Mariner is a wealth management firm that works with clients to build a financial strategy for today and beyond. The firm says it is dedicated to a diverse culture and to giving back to the community.