Senior Wealth Advisor

Mariner; New York (NY); Vor Ort; USD 100.000 - 150.000; Vollzeit

Zusammenfassung

Mariner in New York, NY seeks a Senior Wealth Advisor to lead a wealth management team and create comprehensive wealth plans aligned with client goals. Responsibilities include cultivating client relationships, leading meetings, and mentoring associates. Candidates must have a Bachelor’s degree, 10+ years of relevant experience, and Series 65, CFP, or CFA certification. The role requires mastery of financial planning software like eMoney and MoneyGuide Pro, excellent communication skills, and strong attention to detail. Commitment to team development is essential.

Qualifikationen

• 10+ years of experience in financial planning or related fields.
• Series 65, CFP or CFA certification required.
• Experience with high net worth clients.

Aufgaben

• Cultivate and retain client relationships.
• Lead client meetings throughout the wealth planning cycle.
• Collaborate with the wealth advisor team to provide comprehensive advice.
• Train and mentor associates in the advisory team.

Kenntnisse

Wealth management experience

Interpersonal and relationship management skills

Financial planning software mastery

Organizational and time management skills

Attention to detail

Ausbildung

Bachelor’s degree

Tools

eMoney

MoneyGuide Pro

Jobbeschreibung

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

• Bachelor’s degree required
• 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.

EOE M/F/D/V