Financial Planner, Investment Retirement Planning
Mariner Finance
As a 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. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Read all the information about this opportunity carefully, then use the application button below to send your CV and application.
Work with 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
Active participant in obtaining new clients in partnership with strategic relationships and community networks
Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates
Bachelor's degree required
~5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience
~ Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
Previous experience with high net worth or ultra-high net worth clients
Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
Demonstrated talent development experience, training new staff, mentoring interns, etc.
Note: All Wealth Advisors must have a clean U4 with no disclosures.
#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. xywuqvp By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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