Be an early applicantLess than 25 applicants

Company

Mariner · 2 days ago

Wealth Advisor

Grand Rapids, MI

Full-time

Onsite

Senior Level

$70K/yr - $125K/yr

5+ years exp

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ConsultingFinancial Services

Comp. & Benefits

H1B Sponsor Likely

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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

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Series 65CFPCFAWealth management experienceHigh net worth client experienceFinancial planning softwareRelationship management skillsTalent development experienceTime management skills

Required

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

All Wealth Advisors must have a clean U4 with no disclosures.

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.

Company

Mariner

Your wealth plan shouldn’t sit still. Neither do we.

Founded in 2006

Leawood, Kansas, USA

1001-5000 employees

http://www.marinerwealthadvisors.com/

H1B Sponsorship

Mariner has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2021 (1)

2020 (1)