Wealth Planning Associate for High-Net-Worth Clients

Mariner

Florham Park (NJ)

On-site

USD 70,000 - 110,000

Full time

3 days ago

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Job summary

Mariner is seeking an Associate Wealth Advisor to join our wealth management team. You will help create comprehensive wealth plans and coordinate financial strategies aligned with client goals and values.

A strong listener, team player and growth-minded professional will thrive here. You will support senior advisors in high net worth client service, develop personalized plans using tools like eMoney or MoneyGuide Pro, and contribute to a collaborative, client-centric practice that emphasizes

Qualifications

Bachelor’s degree (finance or related field a plus).
2+ years of prior experience in financial planning or related field.
CFP designation or Series 65 required.

Responsibilities

Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients.
Prepare customized financial plans and portfolios by researching potential client solutions.
Support the team and resources in handling client requests and follow up on items.
Be critical in retaining and building meaningful client relationships.
Participate in the sales process to build new client relationships.
Develop skills in investment and financial planning software.