Associate Wealth Advisor at Mariner

Ideal for a candidate with a Bachelor's degree and at least two years of prior experience in financial planning, accounting, or a related field, who is also pur

Work type: hybrid

Location: Highland Ranch, CO.

Salary: $63,000 – $108,000/yr

Type: Full-time

Summary

Ideal for a candidate with a Bachelor's degree and at least two years of prior experience in financial planning, accounting, or a related field, who is also pursuing or holds the CFP designation or Series 65. **What makes it worth a look...** marinerwealthadvisors is offering a full-time, hybrid role in Highland Ranch, CO, with a competitive salary range of USD 63,000 - 108,000 per year. **You might be a good fit if you...** * Understand wealth management concepts including fee-based consulting, mutual funds, money manager programs, and insurance. * Have experience with high net worth or ultra-high net worth clients/families. * Are proficient in financial planning software such as eMoney or MoneyGuide Pro. * Have experience participating in sales processes to build client relationships.

Job Description

Responsibilities

• Work with your 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

• Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items

• Critical in supporting, retaining and building meaningful client relationships

• Participate in the sales process in partnership with team to build new client relationships

• Actively develop skills in various software programs for investment and financial planning

• Bachelor’s degree (degrees in finance or related field are a plus)

• 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience

• CFP designation or Series 65 required

• Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning

• Previous experience with high net worth or ultra-high net worth clients/families is preferred

• Experience utilizing financial planning software (eMoney, MoneyGuide Pro)

• Highly effective interpersonal, relationship management and communication skills

• Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities

#LI-Hybrid

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

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