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Associate Wealth Advisor

On-site Full-time

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Experience Level

Experience

Qualifications

Bachelor’s degree, particularly in finance or a related field, is advantageous. Minimum of 2 years of experience in financial planning, accounting, law, or a similar domain that provides relevant exposure. CFP designation or Series 65 certification is required.

About the job

Role overview

Mariner Wealth Advisors is hiring an Associate Wealth Advisor in Columbus, OH. This position partners with a team of wealth management professionals to create financial plans that reflect each client’s goals and values. The Associate Wealth Advisor supports both immediate client needs and long-term objectives, emphasizing attentive service and teamwork. Strong listening skills, a collaborative mindset, and a dedication to ongoing growth are important for success in this role.

What you will do

  • Work with wealth advisors to guide high-net-worth clients.
  • Develop comprehensive financial plans and investment portfolios using research and analysis to recommend appropriate solutions.
  • Assist the team by managing client requests, tracking outstanding items, and ensuring prompt follow-up.
  • Contribute to building and maintaining strong client relationships.
  • Take part in the sales process with the team to help attract new clients.
  • Continue building knowledge of investment and financial planning software tools.

Requirements

  • Bachelor’s degree preferred, especially in finance or a related field.
  • Minimum of 2 years’ experience in financial planning, accounting, law, or a similar area.
  • CFP designation or Series 65 certification required.

Skills and knowledge

  • Understanding of wealth management practices, including fee-based consulting, mutual funds, money management, insurance, and financial planning.
  • Experience with high-net-worth or ultra-high-net-worth clients or families is a plus.
  • Familiarity with financial planning software such as eMoney or MoneyGuide Pro is helpful.
  • Strong interpersonal, relationship management, and communication skills.
  • Keen attention to detail and strong organizational skills, with the ability to manage multiple priorities.

About Mariner Wealth Advisors

At Mariner Wealth Advisors, we are committed to providing exceptional financial services tailored to the unique needs of our clients. Our team of dedicated professionals works collaboratively to ensure a comprehensive approach to wealth management that empowers our clients to achieve their financial goals.

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