Wealth Advisor

Mariner; Tigard (OR); On-site; USD 70,000 - 125,000; Full time

Job summary

An established industry player is seeking a Wealth Advisor to join their dynamic team in Tigard, Oregon. This role involves collaborating with a dedicated wealth management team to craft comprehensive financial strategies tailored to clients' unique goals. The ideal candidate will possess strong interpersonal skills and a commitment to professional growth, ensuring high-quality service for high net worth clients. This innovative firm fosters a supportive environment, emphasizing teamwork and continuous development. If you are passionate about making a difference in clients' financial lives, this opportunity is perfect for you.

Qualifications

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

Responsibilities

• Provide comprehensive wealth management advice to high net worth clients.
• Prepare customized financial plans through research and analysis.
• Cultivate client relationships to address their needs.

Skills

Wealth management experience

Financial planning

Interpersonal skills

Organizational skills

Communication skills

Attention to detail

Education

Bachelor's degree

Tools

eMoney

MoneyGuide Pro

Job description

Join to apply for the Wealth Advisor role at Mariner

3 days ago Be among the first 25 applicants

Join to apply for the Wealth Advisor role at Mariner

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.

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.

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.

Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.

EOE M/F/D/V

About Us

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at www.mariner.com .

About The Team

At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at Mariner by 2x

Get notified about new Wealth Management Advisor jobs in Tigard, OR.

Portland, Oregon Metropolitan Area 4 weeks ago

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

Portland, Oregon Metropolitan Area 4 weeks ago

Financial Advisor (Career Changers Encouraged)

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)

International Investment Counsellor (US Based) - UK Clients

Portland, Oregon Metropolitan Area 3 weeks ago

Portland, Oregon Metropolitan Area 3 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.