Associate Wealth Advisor (AWA)

mariner-careers; McMinnville (OR); On-site; USD 70,000 - 95,000; Full time

Job summary

mariner-careers is seeking an Associate Wealth Advisor to assist the wealth management team in creating comprehensive wealth plans aligned with client goals and values.

You will collaborate with colleagues to provide advice to high net worth clients, develop financial plans, and support the client relationship lifecycle while growing professionally.

Qualifications

• Bachelor’s degree in finance or related field preferred
• 2+ years of experience in financial planning or related field
• CFP designation or Series 65 required

Responsibilities

• Collaborate with wealth advisor team to provide comprehensive wealth management advice for high net worth clients
• Prepare customized financial plans and portfolios after researching client solutions
• Support team by updating information and following up on open items
• Help retain and build client relationships
• Participate in sales processes to build new client relationships
• Develop skills in investment and financial planning software

Skills

Wealth planning

Client relationships

Financial analysis

Communication

Education

Bachelor’s degree

CFP or Series 65

Tools

eMoney

MoneyGuide Pro

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 that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy 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 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

Qualifications

• 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

Skills & Knowledge

• Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
• Previous experience with high net worth or ultra-high net worth clients/families is preferred
• Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
• 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

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

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