Senior Wealth Advisor
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Role Overview
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.
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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. #LI-AB1
- We welcome your interest in being a part of our firm. 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. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
- By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .
- EOE M/F/D/V
About Mariner Wealth Advisors
Privately held U.S. wealth management firm serving individuals, families, businesses and institutions with financial and investment advice.
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