Job DescriptionThe 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
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Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs
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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
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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
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Participate in building new client relationships in collaboration with strategic partners
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Commitment to advanced continuing education and team development at all levels
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Train and mentor associates across the wealth advisory team
Qualifications
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Bachelor’s degree required
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10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience
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Series 65, CFP or CFA required
Skills And Knowledge
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Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
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Depth of experience working with high net worth or ultra-high net worth clients
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Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
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Highly effective interpersonal, relationship management, and communication skills
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Demonstrated talent development experience, as well as training and mentoring new staff
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Excellent organizational and time management skills in a high energy environment to manage multiple priorities
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Strong attention to detail
Note: All Senior Wealth Advisors must have a clean U4 with no disclosures.
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Benefits
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.
Legal
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