Associate Wealth Advisor
Mariner • West Des Moines, IA109d • $75,000 - $120,000
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Associate Wealth Advisor
Mariner•West Des Moines, IA
•$75,000 - $120,000
About The Position
As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
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
- progressive opportunities
- professional growth
- giving back to the community
- diverse culture
- support to achieve career goals
- innovative workplace
- camaraderie
- teamwork
- work-life balance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
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