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Wealth Advisor

On-site Full-time

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Experience Level

Experience

Qualifications

Bachelor’s degree in a relevant field is essential. A minimum of 5 years of experience in financial planning, accounting, legal services, or a related area. Possession of Series 65, CFP, or CFA designation is mandatory.

About the job

Join our dynamic team as a Wealth Advisor, where you will collaborate closely with our wealth management professionals to design and implement holistic wealth strategies tailored to each client's aspirations and values. At Mariner Wealth Advisors, we strive to partner with our clients in crafting financial strategies that secure their present and future. A successful Wealth Advisor will embody active listening skills, a collaborative team spirit, and a passion for both personal and professional growth.

Key Responsibilities

  • Collaborate with the wealth advisor team to deliver comprehensive wealth management guidance to high net worth clients.

  • Develop thoughtful, customized financial plans and investment portfolios through thorough research and analysis of client needs.

  • Nurture and manage client relationships to effectively address inquiries and fulfill their financial needs.

  • Work collaboratively with your team and available resources to respond to client requests and maintain up-to-date information.

  • Actively participate in acquiring new clients through strategic partnerships and community engagement.

  • Commit to ongoing education and professional development, mentoring new associates and client service team members.

Qualifications

  • Bachelor’s degree in a relevant field is essential.

  • A minimum of 5 years of experience in financial planning, accounting, legal services, or a related area.

  • Possession of Series 65, CFP, or CFA designation is mandatory.

Skills & Knowledge

  • Proven experience in wealth management including fee-based consulting, tax planning, mutual funds, and financial planning.

  • Experience working with high net worth or ultra-high net worth clients is preferred.

  • Proficiency with financial planning and investment software, such as eMoney and MoneyGuide Pro.

  • Strong interpersonal skills and the ability to effectively manage client relationships and communication.

  • Experience in talent development, including training new employees and mentoring interns.

  • Excellent organizational and time management capabilities to handle multiple priorities in a fast-paced environment.

  • Attention to detail is essential.

About Mariner Wealth Advisors

Mariner Wealth Advisors is committed to providing exceptional financial services to our clients by fostering collaborative relationships and innovative wealth management strategies.

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