Senior Wealth Advisor: UHNW Planning & Strategy

Mariner Holdings; El Segundo (CA); On-site; USD 70,000 - 125,000; Full time

Job summary

Mariner Holdings is a national financial services firm seeking a Wealth Advisor to serve high net worth clients in California. You will collaborate with the advisor team to develop comprehensive wealth plans and offer ongoing guidance.

Ideal candidates have 5+ years of experience, Series 65/ CFP or CFA, and strong client relationships with proficiency in planning software such as eMoney or MoneyGuide Pro. This full-time, on-site role offers a competitive base salary and room for professional

Qualifications

• 5+ years of experience in financial planning or related field.
• Series 65, CFP or CFA required.

Responsibilities

• Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients.
• Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions.
• Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs.
• Effectively work with your team and available resources in support of our clients, executing client requests and updating information.
• Active participant in obtaining new clients in partnership with strategic relationships and community networks.
• Commitment to continuing education, training and talent development, mentoring new associates.

Skills

Wealth management

Client relationships

Financial planning software

Mentoring interns

Time management

Detail orientation

Tools

eMoney

MoneyGuide Pro

Job description

Mariner Holdings is a national financial services firm seeking a Wealth Advisor to serve high net worth clients in California. You will collaborate with the advisor team to develop comprehensive wealth plans and offer ongoing guidance.

Ideal candidates have 5+ years of experience, Series 65/ CFP or CFA, and strong client relationships with proficiency in planning software such as eMoney or MoneyGuide Pro. This full-time, on-site role offers a competitive base salary and room for professional