Associate Wealth Advisor
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About The Position
As an Associate Wealth Advisor at Mariner, you will play a crucial role in the wealth management team, working directly with clients to develop comprehensive wealth plans that align with their financial goals and values. This position emphasizes a collaborative approach, where you will partner with clients to create strategies that not only address their current financial needs but also prepare them for future opportunities. The ideal candidate will be a thoughtful listener, possess a strong team mentality, and be motivated to grow both professionally and personally within the firm. In this role, you will be responsible for providing comprehensive wealth management advice to high net worth clients. This includes preparing customized financial plans and portfolios by conducting thorough research and analysis of potential client solutions. You will work closely with your team and utilize available resources to execute client requests, update information, and follow up on open items, ensuring that you support, retain, and build meaningful client relationships. Additionally, you will participate in the sales process alongside your team to cultivate new client relationships. Continuous professional development is encouraged, and you will actively develop your skills in various financial planning software programs. This position not only offers the chance to work with a diverse range of clients but also provides a supportive environment that fosters teamwork and work-life balance.
