Wealth Planning Associate | High-Net-Worth Clients

Mariner; West Des Moines (IA); On-site; USD 75,000 - 120,000; Full time

Job summary

Mariner is seeking an associate wealth advisor to work with the wealth management team to create comprehensive wealth plans that align with client goals and values. You will be a thoughtful listener, collaborate with a strong team, and strive to grow professionally.

Responsibilities include delivering wealth management advice to high net worth clients, preparing customized financial plans, supporting client requests, building relationships, participating in the sales process, and developing

Qualifications

• Bachelor’s degree in finance or related field is required.
• CFP designation or Series 65 is required.
• 2+ years of experience in financial planning or related field.

Responsibilities

• Provide comprehensive wealth management advice to high net worth clients.
• Prepare customized financial plans and portfolios after research and analysis.
• Support clients and team by updating information and following up on items.
• Build and maintain meaningful client relationships.
• Participate in the sales process to develop new client relationships.
• Develop skills in wealth planning software and tools.

Skills

Wealth management

Client relations

Financial planning

Communication skills

Attention to detail

Education

Bachelor's degree in finance or related field

Tools

eMoney

MoneyGuide Pro

Job description

Mariner is seeking an associate wealth advisor to work with the wealth management team to create comprehensive wealth plans that align with client goals and values. You will be a thoughtful listener, collaborate with a strong team, and strive to grow professionally.

Responsibilities include delivering wealth management advice to high net worth clients, preparing customized financial plans, supporting client requests, building relationships, participating in the sales process, and developing