Associate Wealth Advisor

Mariner; Newport Beach (CA); On-site; USD 63,000 - 108,000; Full time

Job summary

An innovative financial services firm is seeking an Associate Wealth Advisor to join their dynamic team. In this role, you will collaborate closely with experienced wealth advisors to create tailored financial strategies that align with clients' goals. Your ability to listen thoughtfully and build meaningful relationships will be key to your success. With a focus on professional growth and work-life balance, this position offers a competitive salary and the opportunity to develop your skills in financial planning software. Join a team dedicated to providing exceptional wealth management services and making a real impact in clients' lives.

Qualifications

• 2+ years of experience in financial planning or related fields.
• CFP designation or Series 65 required.

Responsibilities

• Provide comprehensive wealth management advice to high net worth clients.
• Prepare customized financial plans and portfolios through research.

Skills

Wealth Management Understanding

Interpersonal Skills

Attention to Detail

Financial Planning Software (eMoney, MoneyGuide Pro)

Education

Bachelor’s Degree in Finance or Related Field

Tools

eMoney

MoneyGuide Pro

Job description

Join to apply for the Associate Wealth Advisor role at Mariner.

2 weeks ago Be among the first 25 applicants.

Job Description

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 aligned with each client’s goals and values. Our focus is to partner with clients to develop strategies for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.

Responsibilities

• Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients.
• Prepare customized financial plans and portfolios through research and analysis of potential client solutions.
• Support client requests, update information, and follow up on open items efficiently using available resources.
• Support, retain, and build meaningful client relationships.
• Participate in the sales process to build new client relationships.
• Develop skills in financial planning software (eMoney, MoneyGuide Pro).

Qualifications

• Bachelor’s degree (degrees in finance or related fields are a plus).
• 2+ years of experience in financial planning, accounting, law, or related organizations.
• CFP designation or Series 65 required.

Skills & Knowledge

• Understanding of wealth management including fee-based consulting, mutual funds, insurance, and financial planning.
• Experience with high net worth clients preferred.
• Experience with financial planning software (eMoney, MoneyGuide Pro).
• Effective interpersonal, relationship management, and communication skills.
• Attention to detail, organizational and time management skills in a high-energy environment.

Additional Information

We welcome your interest in joining our firm. We value professional growth, diversity, and work-life balance. Our compensation ranges from $63,000 to $108,000 annually, based on factors like location, experience, and performance. Incentive programs and additional benefits may be available.

About Us

Mariner is a national financial services firm dedicated to meeting modern wealth needs. We offer expertise across tax, estate, trust, insurance, investment banking, and valuation. Founded in 2006, we currently advise on over $560 billion in assets. Learn more at www.mariner.com.

About The Team

Our team of advisors is supported by a network of specialists in taxes, insurance, estate planning, and technology, enabling us to provide comprehensive advice to our clients.