The associate wealth advisor position at Mariner Wealth Advisors is the ideal role for a financial planning professional looking to join a firm that has been ranked in the top five RIAs by Barron’s for the last five years.
As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values.
Our focus is to partner with clients to create a strategy for today and beyond.
A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
If you are looking to build your financial planning career with a firm that puts the client first by providing 360° advice designed to last, and is committed to being there for everything life brings our clients’ way, then Mariner Wealth Advisors is the right firm for you.
We actively nurture the next generation of advisors, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and have the support to meet career goals.
Responsibilities Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items Critical in supporting, retaining and building meaningful client relationships Participate in the sales process in partnership with team to build new client relationships Actively develop skills in various software programs for investment and financial planning Skills and Knowledge Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning Previous experience with high net worth or ultra-high net worth clients/families is preferred Experience utilizing financial planning software (eMoney, MoneyGuide Pro) Highly effective interpersonal, relationship management and communication skills Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities Qualifications Bachelor’s degree (degrees in finance or related field are a plus) 2 years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience CFP designation or Series 65 preferred Note: The Associate Wealth Advisor is expected to pass the Series 65 or meet the exam waiver requirement per the firm’s company policy.
We welcome your interest in being a part of the Mariner Wealth Advisors team.
We offer associates an innovative and challenging place to work with camaraderie and teamwork.
We are a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition.
EOE M/F/D/V Barron’s awarded the 2020 5, 2019 4 and 2018 3 Top RIA Firms ranking to Mariner Wealth Advisors based on data compiled for Mariner Wealth Advisors and the 2017 2 and 2016 1 rankings to Mariner Holdings based upon data compiled for Mariner Holdings’ registered investment adviser subsidiaries.
The number of firms included in the rankings were: 20 (2016), 30 (2017), 40 (2018), 50 (2019) and 100 (2020).
Barron’s publishes these lists based upon a number of criteria and the firms’ filings with the SEC were used to cross-check the data provided to Barron’s.
The listing includes the firms’ numbers of clients, employees, advisors, offices and state locations.
The award is not indicative of future performance and there is no guarantee of future investment success.
Registration of an investment advisor does not imply a certain level of training or skill.