Senior Wealth Advisor | Hybrid, Growth & Client Strategy

Mariner; San Diego (CA); Hybrid; USD 120,000 - 210,000; Full time

Job summary

Mariner is seeking an experienced wealth advisor to join our wealth management team in San Diego. You will create comprehensive wealth plans, coordinate financial strategies, and ensure client goals align with their values and time horizon.

The successful candidate will collaborate with a high-performing team, mentor associates, and actively grow our client base through strategic relationships and community networks.

Qualifications

• Bachelor's degree required.
• 5+ years' financial planning or related experience.
• Series 65, CFP or CFA certification required.

Responsibilities

• Collaborate with wealth advisor team to deliver comprehensive wealth management to high net worth clients.
• Prepare customized financial plans and portfolios through research and analysis.
• Cultivate and lead client relationships ensuring questions and needs are met.
• Support clients and team by executing requests and updating information.
• Actively participate in acquiring new clients through strategic relationships and networks.
• Commit to ongoing education, training, and talent development; mentor new staff.

Skills

Wealth management

High net worth clients

Client relationship management

Mentoring staff

Time management

Detail-oriented

Interpersonal communication

Education

Bachelor's degree

Tools

eMoney

MoneyGuide Pro

Job description

Mariner is seeking an experienced wealth advisor to join our wealth management team in San Diego. You will create comprehensive wealth plans, coordinate financial strategies, and ensure client goals align with their values and time horizon.

The successful candidate will collaborate with a high-performing team, mentor associates, and actively grow our client base through strategic relationships and community networks.