Associate Wealth Advisor for High-Net-Worth Clients

Mariner Wealth Advisors; Rockland (MA); On-site; USD 70,000 - 100,000; Full time

Job summary

Mariner Wealth Advisors seeks an Associate Wealth Advisor to join our wealth management team. You will help create comprehensive wealth plans that align with client goals and values and work with senior advisers to deliver coordinated financial strategies.

The role emphasizes active listening, teamwork and professional growth, with duties including research-based planning, client support, and participation in client acquisition processes.

Qualifications

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

Responsibilities

• Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients.
• Prepare customized comprehensive financial plans and portfolios by researching and analyzing potential client solutions.
• Support, retain and build meaningful client relationships and execute client requests.
• Participate in building new client relationships and assist in the sales process.

Skills

Wealth management

HNW clients

Financial planning tools

Interpersonal skills

Attention to detail

Time management

Education

Bachelor's degree in finance or related field

Tools

eMoney

MoneyGuide Pro

Job description

Mariner Wealth Advisors seeks an Associate Wealth Advisor to join our wealth management team. You will help create comprehensive wealth plans that align with client goals and values and work with senior advisers to deliver coordinated financial strategies.

The role emphasizes active listening, teamwork and professional growth, with duties including research-based planning, client support, and participation in client acquisition processes.