Senior Wealth Advisor

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.

EOE M/F/D/V