Mariner Wealth Advisors
Financial Services
WealthAdvisor
Neural analysis suggests this role is
optimal for Mid candidates.
“Wealth Advisor at Mariner Wealth Advisors. Skills: Wealth management, Financial planning, Client relationships. Provide wealth management advice. Prepare financial plans”
Industry & Context.
Research; Analysis
Clean U4, No disclosures
What They're Looking For.
Must Have
Bachelor's degree required, 5+ years experience, Series 65, CFP or CFA required
Nice to Have
Wealth management experience, Fee-based consulting experience, Tax experience, Mutual funds experience, Money manager programs experience, Insurance experience, Financial planning experience, High net worth clients experience, Ultra-high net worth clients experience, Talent development experience, Training new staff experience, Mentoring interns experience
What You'll Do.
Provide wealth management advice
Prepare financial plans
Analyze client solutions
Cultivate client relationships
Lead client relationships
Address client questions
Execute client requests
Update client information
How You'll Work.
Team & Collaboration
Work with wealth advisor team; Partner with strategic relationships; Partner with community networks
Communication Scope
Client communication
Full Job Description
As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to 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 envir
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