Wealth Advisor - High Net Worth Planning & Growth

mariner-careers; Tulsa (OK); On-site; USD 90,000 - 140,000; Full time

Job summary

Mariner Careers seeks a Wealth Advisor to work with our wealth management team to design comprehensive plans aligned with client goals. You will listen, collaborate, and grow professionally while delivering tailored financial solutions for high net worth individuals.

Ideal candidates have 5+ years in financial planning, a clean U4, and Series 65/ CFP or CFA. You will mentor associates and contribute to business development within a dynamic team.

Qualifications

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

Responsibilities

• Provide comprehensive wealth management advice to high net worth clients.
• Prepare customized financial plans and portfolios after research and analysis.
• Cultivate and lead client relationships to address questions and needs.
• Collaborate with team to execute client requests and update information.
• Assist in acquiring new clients through relationships and networks.
• Mentor new staff and trainees as part of professional development.

Skills

Wealth management

Client relationships

Interpersonal skills

Mentoring

Time management

Attention to detail

Education

Bachelor’s degree

Series 65, CFP or CFA

Tools

eMoney

MoneyGuide Pro

Job description

Mariner Careers seeks a Wealth Advisor to work with our wealth management team to design comprehensive plans aligned with client goals. You will listen, collaborate, and grow professionally while delivering tailored financial solutions for high net worth individuals.

Ideal candidates have 5+ years in financial planning, a clean U4, and Series 65/ CFP or CFA. You will mentor associates and contribute to business development within a dynamic team.