Senior Wealth Advisor

Mariner; Los Angeles (CA); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Senior Wealth Advisor to join their dynamic team in Los Angeles. This full-time role offers the opportunity to leverage your expertise in financial and retirement planning, investment management, and wealth management services. You will work closely with clients to navigate their financial journeys, providing personalized strategies that address their unique challenges. With a focus on analytical problem-solving and excellent communication, you will play a key role in helping clients achieve their financial goals. If you are passionate about finance and dedicated to client success, this is the perfect opportunity for you.

Qualifications

• Expertise in financial and retirement planning with a focus on client needs.
• Strong analytical and communication skills to manage investments effectively.

Responsibilities

• Provide wealth management services and financial planning to clients.
• Manage investments and develop tailored retirement plans.

Skills

Financial Planning

Retirement Planning

Investment Management

Wealth Management Services

Analytical Skills

Problem-Solving Skills

Communication Skills

Interpersonal Skills

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Business

Tools

CFP Certification

CFA Certification

Job description

Company Description
Mariner is a comprehensive wealth solution provider offering services such as wealth planning, investment advisory, risk management, philanthropy, and more. Our advisors have access to in-house resources to tackle complex wealth challenges of the modern world. Visit mariner.com to learn more about us.

Role Description
This is a full-time on-site role for a Senior Wealth Advisor located in the Greater Chicago Area. As a Senior Wealth Advisor, you will be responsible for financial and retirement planning, managing investments, and providing wealth management services to clients on a daily basis.

Qualifications

• Financial Planning and Retirement Planning skills
• Experience in Investments and Finance
• Wealth Management Services expertise
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are preferred
• Bachelor's degree in Finance, Economics, Business, or related field

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales