Wealth Advisor

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

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.

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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.

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