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
• Commit to advanced continuing education and team development

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 offers an innovative workplace and a culture that fosters camaraderie, teamwork, and work-life balance, providing associates with progressive opportunities for professional growth.