Mariner

Associate Wealth Advisor

Vancouver, WA

Sponsorship not specifiedDetected 35 days ago

AccountingResearchCommunicationTime Management

About the role

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

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

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
Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
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

Bachelor's degree (degrees in finance or related field are a plus)
Previous experience with high net worth or ultra-high net worth clients/families is preferred

This listing is sourced directly from Mariner's careers page and normalized into a canonical job model.