Associate Wealth Advisor: Create Bespoke Plans for UHNW

Mariner; West Des Moines (IA); On-site; USD 65,000 - 95,000; Full time

Job summary

Mariner is seeking an Associate Wealth Advisor to collaborate with the wealth management team on comprehensive wealth plans aligned with client goals and values. You will listen, support a strong team approach, and pursue growth within the firm.

The role emphasizes working with high net worth clients, preparing personalized plans, and leveraging financial planning software to deliver thoughtful solutions. A collaborative culture and ongoing professional development await.

Qualifications

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

Responsibilities

• Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients.
• Prepare customized comprehensive financial plans and portfolios through research and analysis of client solutions.
• Support clients and team; execute requests, update information, follow up on items.
• Help retain and build meaningful client relationships.
• Participate in sales processes to build new client relationships.
• Develop skills in investment/financial planning software.

Skills

Wealth management

Client relations

Financial planning

Communication

Education

Bachelor’s degree in finance or related field

Tools

eMoney

MoneyGuide Pro

Job description

Mariner is seeking an Associate Wealth Advisor to collaborate with the wealth management team on comprehensive wealth plans aligned with client goals and values. You will listen, support a strong team approach, and pursue growth within the firm.

The role emphasizes working with high net worth clients, preparing personalized plans, and leveraging financial planning software to deliver thoughtful solutions. A collaborative culture and ongoing professional development await.