Company Description
Mariner is a comprehensive wealth solution provider offering services such as wealth planning, investment advisory, risk management, philanthropy, and more. Our advisors have access to in-house resources to tackle complex wealth challenges of the modern world. Visit mariner.com to learn more about us.
Role Description
This is a full-time on-site role for a Senior Wealth Advisor located in the Greater Chicago Area. As a Senior Wealth Advisor, you will be responsible for financial and retirement planning, managing investments, and providing wealth management services to clients on a daily basis.
Qualifications
- Financial Planning and Retirement Planning skills
- Experience in Investments and Finance
- Wealth Management Services expertise
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are preferred
- Bachelor’s degree in Finance, Economics, Business, or related field
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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