Wealth Advisor

The role

You will work with the wealth management team to create comprehensive wealth plans and coordinated financial strategies. You will provide advice to high net worth clients and cultivate client relationships.

What you will do

• Provide comprehensive wealth management advice to high net worth clients
• Prepare customized financial plans and portfolios through research and analysis
• Cultivate and lead client relationships
• Work with team and resources to execute client requests and update information
• Participate in obtaining new clients through strategic relationships and community networks
• Train and mentor new associate wealth advisors and client service associates

Required qualifications

• Bachelor's degree
• 5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience
• Series 65, CFP or CFA
• Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
• Previous experience with high net worth or ultra-high net worth clients
• Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
• Highly effective interpersonal, relationship management and communication skills
• Demonstrated talent development experience, training new staff, mentoring interns, etc.
• Excellent organizational and time management skills
• Strong attention to detail

Benefits

• Progressive opportunities
• Professional growth
• Giving back to the community
• Innovative workplace
• Culture that fosters camaraderie, teamwork and work-life balance

Before you apply

• All Wealth Advisors must have a clean U4 with no disclosures

About the company

Mariner wealth advisors provides progressive opportunities and nurtures professional growth. The firm is dedicated to building a diverse culture and an innovative workplace.