Senior Wealth Advisor

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

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.

Compensation Range: $150K - $200K

EOE M/F/D/V