Wealth Advisor for High Net Worth Clients

Mariner; Louisville (KY); Vor Ort; USD 85.000 - 130.000; Vollzeit

Zusammenfassung

Mariner 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, collaboration, and professional growth within a dynamic team in Louisville.

The ideal candidate has a track record in wealth planning, strong relationship skills, and several relevant certifications, with explicit focus on client outcomes and ongoing education.

Qualifikationen

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

Aufgaben

• Provide comprehensive wealth management advice to high net worth clients.
• Prepare customized financial plans and portfolios after research and analysis of solutions.
• Cultivate client relationships to address questions and needs.
• Support clients with team resources, executing requests and updating information.
• Assist in acquiring new clients through relationships and networks.
• Mentor new associates and drive talent development.

Kenntnisse

Wealth management experience

Client relationships

Communication skills

Mentoring interns

Time management

Attention to detail

Ausbildung

Bachelor’s degree

Tools

eMoney

MoneyGuide Pro

Jobbeschreibung

Mariner 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, collaboration, and professional growth within a dynamic team in Louisville.

The ideal candidate has a track record in wealth planning, strong relationship skills, and several relevant certifications, with explicit focus on client outcomes and ongoing education.