Senior Wealth Advisor

Mariner Wealth Advisors, LLC; Tigard (OR); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Mariner Wealth Advisors, LLC is seeking a Senior Wealth Advisor in Tigard, Oregon, to lead a team in creating comprehensive wealth plans aligned with client goals. The ideal candidate will have over 10 years of relevant experience, mastery of financial planning tools, and a commitment to client relationship cultivation.

This role involves leading client meetings, offering creative solutions, and training team associates. Join us to make a significant impact on high-net-worth clients' financial success.

Qualifications

• 10+ years’ experience in financial planning, accounting, legal, or similar.
• Series 65, CFP or CFA required.
• Depth of experience with high net worth clients.

Responsibilities

• Cultivate and retain client relationships.
• Lead client meetings in the wealth planning cycle.
• Collaborate with the wealth advisor team.

Skills

Wealth management experience

Interpersonal and relationship management skills

Communication skills

Financial planning and investment software mastery

Organizational and time management skills

Attention to detail

Education

Bachelor’s degree

Tools

eMoney

MoneyGuide Pro

Job description

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