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Mariner · 3 hours ago

Associate Wealth Advisor

Plano, TX

Full-time

Hybrid

Entry Level

$63K/yr - $108K/yr

2+ years exp

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. The Associate Wealth Advisor will work with a wealth advisor team to provide comprehensive wealth management advice and prepare customized financial plans for high net worth clients.

ConsultingFinancial ServicesRisk Management

Comp. & Benefits

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

Qualification

CFP designationFinancial planning softwareWealth management knowledgeHigh net worth experienceRelationship managementInterpersonal skillsCommunication skillsAttention to detailOrganizational skillsTime management

Required

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

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

Preferred

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

Experience utilizing financial planning software (eMoney, MoneyGuide Pro)

Benefits

Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.

Roles may also be eligible for additional compensation and/or benefits.