Wealth Advisor at Mariner

You're a seasoned financial professional with a Bachelor's degree and at least five years of experience in financial planning, accounting, or legal fields, hold

Work type: hybrid

Location: Bloomington, MN

Salary: $70,000 – $125,000/yr

Type: Full-time

Summary

You're a seasoned financial professional with a Bachelor's degree and at least five years of experience in financial planning, accounting, or legal fields, holding a Series 65, CFP, or CFA certification. You're adept at creating comprehensive wealth plans for high-net-worth individuals. **What makes it worth a look...** This full-time, hybrid role is with marinerwealthadvisors in Bloomington, MN, offering a salary of USD 70,000 - 125,000 per year. **You might be a good fit if you...** * Have experience with fee-based consulting, tax, mutual funds, money manager programs, and insurance. * Have previously worked with high-net-worth or ultra-high-net-worth clients. * Have mastery of financial planning and investment software like eMoney or MoneyGuide Pro. * Have a clean U4 with no disclosures.

Job Description

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

Responsibilities

• Work with 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

• Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs

• Effectively work with your team and available resources in support of our clients, executing client requests and updating information

• Active participant in obtaining new clients in partnership with strategic relationships and community networks

• Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates

• Bachelor’s degree required

• 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience

• Series 65, CFP or CFA required

• Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning

• Previous experience 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, training new staff, mentoring interns, etc.

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

• Strong attention to detail

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#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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