Associate Wealth Advisor
About The Position
Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at www.mariner.com. Mariner is committed to, and maintains, a drug-free workplace. For further information, click here. At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.
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
- 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
Nice To Haves
- Previous experience with high net worth or ultra-high net worth clients/families is preferred
- Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
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
- We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community.
- We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals.
- We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
