Wealth Management Advisor

Wealth Management Advisor

Our client, Mariner Wealth is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Their advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients.

Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25.

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. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

Responsibilities

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

Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs

Effectively work with your team and available resources in support of our clients, executing client requests and updating information

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

Qualifications

Bachelor’s degree required

5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience

Series 65, CFP or CFA required

Skills & Knowledge

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)

Highly effective interpersonal, relationship management and communication skills

Demonstrated talent development experience, training new staff, mentoring interns, etc.

Excellent organizational and time management skills in a high energy environment to manage multiple priorities

Note: All Wealth Advisors must have a clean U4 with no disclosures.

Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience.