Associate Wealth Advisor

Mariner Wealth Advisors • Emeryville, CA

378d • $63,000 - $108,000

About The Position

As an Associate Wealth Advisor, you will collaborate with the wealth management team to develop comprehensive wealth plans that align with clients' goals and values. This role emphasizes partnership with clients to create effective financial strategies for both immediate and long-term needs. The ideal candidate will possess strong listening skills, a team-oriented mindset, and a commitment to personal and professional growth.

Requirements

• Bachelor's degree (degrees in finance or related field are a plus)
• 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
• CFP designation or Series 65 required
• Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
• Previous experience with high net worth or ultra-high net worth clients/families is preferred
• Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
• Highly effective interpersonal, relationship management and communication skills
• Strong attention to detail
• Excellent organizational and time management skills in a high-energy environment to manage multiple priorities

Responsibilities

• Work with your 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
• Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
• Critical in supporting, retaining and building meaningful client relationships
• Participate in the sales process in partnership with team to build new client relationships
• Actively develop skills in various software programs for investment and financial planning

Benefits

• Progressive opportunities for professional growth
• Support for community involvement
• Diverse workplace culture
• Work-life balance
• Incentive program eligibility based on performance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree