Senior Wealth Advisor for High-Net-Worth Portfolios
Mariner
Mariner is seeking a Wealth Advisor to collaborate with the wealth management team in developing comprehensive wealth plans tailored to client goals and values. The role involves providing financial advice, cultivating client relationships, and contributing to team success. The ideal candidate will have a bachelor’s degree, over 5 years of experience in financial planning, and relevant certifications such as Series 65, CFP, or CFA. Strong interpersonal skills and attention to detail are essential for success. #J-18808-Ljbffr
Vacancy posted 4 days ago
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