Wealth Advisor: Growth, Client Impact & Mentorship

Mariner Wealth Advisors; Louisville (KY); Vor Ort; USD 100.000 - 150.000; Vollzeit

Zusammenfassung

Mariner Wealth Advisors in Louisville, KY, seeks a Wealth Advisor to work with the wealth management team to craft comprehensive plans that align with client goals and values. You will build customized wealth strategies and manage client relationships to deliver coordinated financial plans including tax considerations.

A successful candidate demonstrates leadership, mentoring, and a commitment to ongoing education in a fast-paced, client-focused environment.

Qualifikationen

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

Aufgaben

• 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

Kenntnisse

Wealth management

High net worth clients

Communication skills

Mentoring

Ausbildung

Bachelor's degree

Tools

eMoney

MoneyGuide Pro

Jobbeschreibung

Mariner Wealth Advisors in Louisville, KY, seeks a Wealth Advisor to work with the wealth management team to craft comprehensive plans that align with client goals and values. You will build customized wealth strategies and manage client relationships to deliver coordinated financial plans including tax considerations.

A successful candidate demonstrates leadership, mentoring, and a commitment to ongoing education in a fast-paced, client-focused environment.