Wealth Planning Associate – High-Net-Worth Focus

Mariner

Tigard (OR)

On-site

USD 83,000 - 100,000

Full time

14 days+

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Job summary

Mariner is seeking an associate wealth advisor to join the wealth management team and help craft comprehensive wealth plans aligned with client goals and values. The role emphasizes listening, teamwork, and professional growth as you support high net worth clients with research, planning, and collaboration with the team to build enduring relationships.

You will participate in client meetings, use planning software, and contribute to a culture that values integrity, service, and a proactive

Qualifications

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

Responsibilities

Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients.
Prepare thoughtful, customized comprehensive financial plans by researching potential client solutions.
Support clients through team collaboration; execute requests, update information, and follow up on items.
Build and maintain meaningful client relationships and retention.
Participate in the sales process to develop new client relationships.
Develop skills in investment and financial planning software.