Associate Wealth Advisor

The role

You will work with a wealth management team to provide advice to high net worth clients. You will prepare customized financial plans and portfolios through research and analysis.

What you will do

• Provide comprehensive wealth management advice to high net worth clients
• Prepare customized comprehensive financial plans and portfolios
• Conduct research and analysis of potential client solutions
• Execute client requests and update information
• Support, retain and build client relationships
• Participate in the sales process to build new client relationships
• Develop skills in investment and financial planning software

Required qualifications

• Bachelor's degree
• 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
• CFP designation or Series 65 required
• 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

Nice to have

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

Benefits

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

About the company

Mariner wealth advisors is a firm that provides progressive opportunities and nurtures professional growth. They are dedicated to building a diverse culture.