Mariner
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Senior Wealth Advisor
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Mariner 1 month ago Be among the first 25 applicants Join to apply for the
Senior Wealth Advisor
role at
Mariner Job Description
The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Job Description
The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios Participate in building new client relationships in collaboration with strategic partners Commitment to advanced continuing education and team development at all levels Train and mentor associates across the wealth advisory team
Qualifications
Bachelor’s degree required 10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required
Skills And Knowledge
Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning Depth of experience working 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, as well as training and mentoring new staff Excellent organizational and time management skills in a high energy environment to manage multiple priorities Strong attention to detail
Note: All Senior Wealth Advisors must have a clean U4 with no disclosures.
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
EOE M/F/D/V Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Mariner by 2x Sign in to set job alerts for “Wealth Management Advisor” roles.
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Senior Wealth Advisor
role at
Mariner 1 month ago Be among the first 25 applicants Join to apply for the
Senior Wealth Advisor
role at
Mariner Job Description
The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Job Description
The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios Participate in building new client relationships in collaboration with strategic partners Commitment to advanced continuing education and team development at all levels Train and mentor associates across the wealth advisory team
Qualifications
Bachelor’s degree required 10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required
Skills And Knowledge
Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning Depth of experience working 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, as well as training and mentoring new staff Excellent organizational and time management skills in a high energy environment to manage multiple priorities Strong attention to detail
Note: All Senior Wealth Advisors must have a clean U4 with no disclosures.
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
EOE M/F/D/V Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Mariner by 2x Sign in to set job alerts for “Wealth Management Advisor” roles.
Los Angeles, CA $130,000.00-$150,000.00 2 weeks ago Beverly Hills, CA $36,200.00-$125,000.00 1 month ago J.P. Morgan Wealth Management - Private Client Advisor - Los Angeles, CA (Seventh and Fig)
Arcadia, CA $76,344.00-$200,000.00 4 days ago Financial Advisor - San Francisco Area - 200k (base and bonus)
Beverly Hills, CA $100,000.00-$200,000.00 4 days ago Los Angeles Metropolitan Area 2 weeks ago Wealth Advisor Manager (Must reside in LA)
Los Angeles, CA $130,000.00-$205,000.00 3 weeks ago Private Wealth Strategist - Private Wealth Management
Los Angeles Metropolitan Area 3 weeks ago Associate Wealth Advisor, Schwab Wealth Advisory
Associate Wealth Advisor, Schwab Wealth Advisory
Associate Wealth Advisor, Schwab Wealth Advisory
Investment Consultant - Los Angeles, CA (Century City)
J.P. Morgan Wealth Management – Private Client Advisor - Manhattan Beach, CA and Surrounding Areas
Financial Advisor - Endowments and Foundations
Manhattan Beach, CA $80,000.00-$175,000.00 1 week ago J.P. Morgan Wealth Management – Private Client Advisor - Beverly Hills, CA (area)
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr