Lead Wealth Planner for High-Net-Worth Clients

Mariner; Tigard (OR); Vor Ort; USD 150.000 - 200.000; Vollzeit

Zusammenfassung

Mariner is seeking a Senior Wealth Advisor to lead a wealth management team in delivering comprehensive plans aligned with clients' goals and values. The role requires an experienced planner, thoughtful listener, and a strong team mindset to grow professionally and personally.

The successful candidate will manage client relationships, lead meetings across the wealth planning cycle, and collaborate with a team to provide tailored wealth management and investment portfolios for high-net-worth

Qualifikationen

• Bachelor’s degree required.
• 10+ years’ experience in financial planning or related field.
• Series 65, CFP or CFA required.

Aufgaben

• Cultivate and retain client relationships, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
• Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals.
• Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios.
• Participate in building new client relationships in collaboration with strategic partners.
• Commitment to advanced continuing education and team development at all levels.
• Train and mentor associates across the wealth advisory team.

Kenntnisse

Wealth management

High net worth clients

Relationship management

Communication skills

Mentoring staff

Time management

Ausbildung

Bachelor’s degree

Series 65

CFP

CFA

Tools

eMoney

MoneyGuide Pro

Jobbeschreibung

Mariner is seeking a Senior Wealth Advisor to lead a wealth management team in delivering comprehensive plans aligned with clients' goals and values. The role requires an experienced planner, thoughtful listener, and a strong team mindset to grow professionally and personally.

The successful candidate will manage client relationships, lead meetings across the wealth planning cycle, and collaborate with a team to provide tailored wealth management and investment portfolios for high-net-worth