Senior Wealth Advisor

Mariner Holdings; City of Syracuse (NY); Remote; USD 100,000 - 125,000; Full time

Job summary

Join a forward-thinking financial services firm as a Senior Wealth Advisor, where you will lead a dedicated team in crafting comprehensive wealth plans tailored to high-net-worth clients. This role emphasizes collaboration, client relationship management, and continuous professional development. With a commitment to fostering a diverse culture and providing innovative solutions, this position offers a unique opportunity to make a significant impact in clients' financial lives while enjoying a supportive work environment. If you're passionate about wealth management and eager to grow, this is the perfect role for you.

Benefits

Professional development opportunities

Work-life balance

Diverse culture

Team camaraderie

Qualifications

• 10+ years in financial planning or related fields required.
• Series 65, CFP or CFA certification is mandatory.

Responsibilities

• Cultivate and retain client relationships through demonstrated expertise.
• Lead client meetings to identify issues and offer solutions.

Skills

Wealth management experience

Interpersonal skills

Relationship management

Communication skills

Organizational skills

Time management

Attention to detail

Talent development

Education

Series 65

CFP

CFA

10+ years experience in financial planning

Tools

eMoney

MoneyGuide Pro

Job description

Mariner is a privately held, national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $253 billion in assets as of 9/30/24. Learn more at www.mariner.com.

Job Description

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

Responsibilities

• Responsible for client relationship cultivation and retention, 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.

Qualifications

• 10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience.
• Series 65, CFP or CFA required.

Skills and Knowledge

• Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning.
• Depth of experience working with high net worth or ultra-high net worth clients.
• Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro).
• Highly effective interpersonal, relationship management, and communication skills.
• Demonstrated talent development experience, as well as training and mentoring new staff.
• Excellent organizational and time management skills in a high energy environment to manage multiple priorities.
• Strong attention to detail.

Note: All Senior Wealth Advisors must have a clean U4 with no disclosures.

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.

Job Info

• Job Identification: 591
• Job Category: Wealth Management
• Posting Date: 01/14/2025, 08:32 PM
• Apply Before: 04/08/2025, 07:32 PM
• Job Schedule: Full time
• Locations: 5700 W. 112th St., Overland Park, KS, 66211, US (Remote)