Mariner
Overview
Wealth Advisor/Associate Wealth Advisor
role at
Mariner
— join our wealth management team to build comprehensive wealth plans that align with each client’s goals and values. We partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
Effectively work with your team and available resources in support of our clients, executing client requests and updating information
Active participant in obtaining new clients in partnership with strategic relationships and community networks
Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates
Qualifications
Bachelor’s degree required
5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience
Series 65, CFP or CFA required
Skills & Knowledge
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 in a high-energy environment to manage multiple priorities
Strong attention to detail
Compensation Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from
$70,200/year
to
$125,000/year . Pay is based on factors including geographic location and may vary based on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to program rules, with an award depending on various factors including individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.
Note: All Wealth Advisors must have a clean U4 with no disclosures.
Equality & Inclusion EOE M/F/D/V
#J-18808-Ljbffr
role at
Mariner
— join our wealth management team to build comprehensive wealth plans that align with each client’s goals and values. We partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
Effectively work with your team and available resources in support of our clients, executing client requests and updating information
Active participant in obtaining new clients in partnership with strategic relationships and community networks
Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates
Qualifications
Bachelor’s degree required
5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience
Series 65, CFP or CFA required
Skills & Knowledge
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 in a high-energy environment to manage multiple priorities
Strong attention to detail
Compensation Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from
$70,200/year
to
$125,000/year . Pay is based on factors including geographic location and may vary based on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to program rules, with an award depending on various factors including individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.
Note: All Wealth Advisors must have a clean U4 with no disclosures.
Equality & Inclusion EOE M/F/D/V
#J-18808-Ljbffr