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.
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.
EOE M/F/D/V
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Finance and Sales