Senior Wealth Advisor
Mariner
Job Description
The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
- Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs
- Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals
- Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios
- Participate in building new client relationships in collaboration with strategic partners
- Commitment to advanced continuing education and team development at all levels
- Train and mentor associates across the wealth advisory team
Qualifications
- Bachelor’s degree required
- 10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience
- Series 65, CFP or CFA required
Skills And Knowledge
- Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
- Depth of experience working with high net worth or ultra-high net worth clients
- Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
- Highly effective interpersonal, relationship management, and communication skills
- Demonstrated talent development experience, as well as training and mentoring new staff
- Excellent organizational and time management skills in a high energy environment to manage multiple priorities
- Strong attention to detail
Note: All Senior Wealth Advisors must have a clean U4 with no disclosures.
EOE M/F/D/V
#J-18808-LjbffrVacancy posted 3 days ago
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