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Posted 7 hours ago
Associate Wealth Advisor
Mariner CareersAssociate Wealth Advisor
Requirements
Bachelor's degree, 2+ years relevant experience, CFP or Series 65
Skills
FinanceCFPFinancial ModelingFinancial AnalysisFP&AGAAPIFRSAMLKYC
About the role
Responsibilities
- Work with the wealth advisor team to provide comprehensive wealth management advice to high net worth clients
- Prepare customized financial plans and portfolios through research and analysis
- Execute client requests, update information, and follow up on open items
- Support, retain, and build meaningful client relationships
- Participate in the sales process to build new client relationships
- Develop skills in investment and financial planning software
Requirements
- Bachelor's degree
- 2+ years of experience in financial planning, accounting, law, or a related field
- CFP designation or Series 65 required
- Understanding of wealth management, fee-based consulting, mutual funds, and insurance
Preferred Qualifications
- Experience with high net worth or ultra-high net worth clients
- Proficiency with financial planning software such as eMoney or MoneyGuide Pro
About the Company
We are dedicated to building a diverse culture that fosters professional growth, teamwork, and work-life balance while giving back to the community.
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Mariner Careers · Pittsburgh
