Senior Wealth Advisor

Responsibilities

• Cultivate and retain client relationships by demonstrating expertise and meeting ongoing needs
• Lead client meetings throughout the wealth planning cycle to identify complex issues and offer creative solutions
• Collaborate with a wealth advisor team to provide comprehensive advice and customized investment portfolios to high-net-worth clients
• Participate in building new client relationships alongside strategic partners
• Train and mentor associates across the wealth advisory team

Requirements

• Bachelor’s degree
• 10+ years of experience in financial planning, accounting, legal, or a related organization
• Series 65, CFP, or CFA certification
• Clean U4 with no disclosures
• Experience with fee-based consulting, tax, mutual funds, and insurance
• Expertise working with high-net-worth or ultra-high-net-worth clients
• Mastery of financial planning software such as eMoney or MoneyGuide Pro

About the Company

Mariner provides progressive opportunities and nurtures professional growth within an innovative workplace that fosters camaraderie, teamwork, and work-life balance.