Associate Wealth Advisor at Mariner

Ideal for an aspiring professional with a Bachelor's degree and at least two years of experience in financial planning, accounting, or a similar field. A CFP de

Work type: hybrid

Location: Ventura, CA

Salary: $63,000 – $108,000/yr

Type: Full-time

Summary

Ideal for an aspiring professional with a Bachelor's degree and at least two years of experience in financial planning, accounting, or a similar field. A CFP designation or Series 65 license is required. **What makes it worth a look...** marinerwealthadvisors is hiring for a full-time, hybrid Associate Wealth Advisor role in Ventura, CA, offering a salary of $63,000 to $108,000 per year. They emphasize progressive opportunities and professional growth. **You might be a good fit if you...** * Have experience with financial planning software like eMoney or MoneyGuide Pro. * Understand wealth management concepts including fee-based consulting and insurance. * Have experience working with high net worth or ultra-high net worth clients. * Possess strong analytical skills for preparing financial plans and portfolios.

Job Description

As associate 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 associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

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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