Wealth Advisor

Mariner; San Diego (CA); Sur place; USD 100 000 - 150 000; Plein temps

Résumé du poste

Mariner, San Diego-based wealth management firm, is seeking a Wealth Advisor to work with the wealth management team to craft comprehensive wealth plans aligned with client goals and values.

The role emphasizes listening, a team mindset, and growth, with responsibilities including delivering personalized financial plans, managing high net worth client relationships, and collaborating to serve clients effectively. Requires expert communication and mentoring skills.

Qualifications

• Bachelor’s degree required.
• 5+ years’ experience in financial planning or related fields.
• Series 65, CFP or CFA required.

Responsabilités

• Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients.
• Prepare customized comprehensive financial plans and portfolios after research and analysis.
• Cultivate and lead client relationships to address questions and needs.
• Collaborate with team to execute client requests and update information.
• Participate in obtaining new clients through strategic relationships and networks.
• Commit to continuing education and mentoring new staff.

Connaissances

Wealth management

Client relationship

Financial planning

Mentoring

Communication

Formation

Bachelor's degree

Outils

eMoney

MoneyGuide Pro

Description du poste

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

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 at all levels, trains and mentors new associate wealth advisors and client service associates

Qualifications

• Bachelor’s degree required
• 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience
• Series 65, CFP or CFA required

Skills & Knowledge

• Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
• Previous experience 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, training new staff, mentoring interns, etc.
• Excellent organizational and time management skills in a high energy environment to manage multiple priorities
• Strong attention to detail

Note: All Wealth Advisors must have a clean U4 with no disclosures.

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

EOE M/F/D/V

Compensation Range: $100K - $150K