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.

