Financial Advisor

Position 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 aligning 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.

Key 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
• Commit to advanced continuing education and team development at all levels
• Train and mentor associates across the wealth advisory team

Required Qualifications

• Education: Bachelor's degree required
• Experience Required: 10+ years' experience working in a financial planning, accounting, legal or similar organization providing relevant expertise
• Qualifications: Series 65, CFP or CFA required
• 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, including training and mentoring new staff
• Excellent organizational and time management skills in a high energy environment to manage multiple priorities
• Strong attention to detail and a clean U4 with no disclosures

Benefits & Perks

• Progressive opportunities for professional growth and career advancement
• Innovative workplace that fosters camaraderie, teamwork and work-life balance
• Commitment to a diverse culture and a drug-free workplace
• Active involvement in community giving and support initiatives