Wealth Advisor for High Net Worth Planning

Mariner; Tulsa (OK); On-site; USD 70,000 - 120,000; Full time

Job summary

Mariner is seeking a Wealth Advisor to join our wealth management team. You will help create comprehensive wealth plans aligned with client goals and values, serving high net worth clients with a coordinated financial strategy.

Responsibilities include delivering tailored financial plans, building lasting client relationships, and collaborating with the team to fulfill client requests while pursuing new business through strategic relationships and community networks.

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.

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

Skills

Wealth management

Client relationships

Communication skills

Mentoring

Time management

Attention to detail

Research and analysis

Financial software

Education

Bachelor's degree

Series 65

CFP or CFA

Tools

eMoney

MoneyGuide Pro

Job description

Mariner is seeking a Wealth Advisor to join our wealth management team. You will help create comprehensive wealth plans aligned with client goals and values, serving high net worth clients with a coordinated financial strategy.

Responsibilities include delivering tailored financial plans, building lasting client relationships, and collaborating with the team to fulfill client requests while pursuing new business through strategic relationships and community networks.