Mariner Careers

Wealth Advisor

New York, NY

Sponsorship not specifiedDetected 14 days ago

AccountingResearchCommunicationTime ManagementMentoring

About the role

A successful 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, executing client requests and updating information
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.

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
Demonstrated talent development experience, training new staff, mentoring interns, etc.
Note: All Wealth Advisors must have a clean U4 with no disclosures.
All Wealth Advisors must have a clean U4 with no disclosures.
Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
Highly effective interpersonal, relationship management and communication skills
Excellent organizational and time management skills in a high energy environment to manage multiple priorities
Strong attention to detail

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

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

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