Wealth Advisor

Job Description

As a 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 wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

• Work with the 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.
• Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs.
• Effectively work with your team and available resources in support of our clients, executing client requests and updating information.
• Actively participate in acquiring new clients in partnership with strategic relationships and community networks.
• Commit to continuing education, training and talent development at all levels, training and mentoring new associate wealth advisors and client service associates.

• Bachelor’s degree required.
• 5+ years’ experience working in a financial planning, accounting, legal or other relevant organization.
• Series 65, CFP or CFA required.

• Wealth management experience with fee‑based consulting, tax, mutual funds, money manager programs, insurance and financial planning.
• Previous experience with high net worth or ultra‑high net worth clients.
• Mastery of various financial planning and investment software products (eMoney, Money Guide Pro).
• Highly effective interpersonal, relationship management and communication skills.
• Demonstrated talent development experience, training new staff, mentoring interns, etc.
• Excellent organizational and time management skills in a high‑energy environment to manage multiple priorities.
• Strong attention to detail.

Note:

All Wealth Advisors must have a clean U4 with no disclosures.

Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $/year. Pay is based on a number of factors including geographic location and may vary depending on job‑related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.

Roles may also be eligible for additional compensation and/or benefits.

EOE M/F/D/V

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in‑house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many.

With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at  Mariner is committed to, and maintains, a drug‑free workplace.

At Mariner, behind every advisor is a team of advisors. And behind that, you’ll find the answers to complex questions about taxes, insurance, estate planning, tech and more. It’s how we give advisors access to a new level of support to give their clients access to a new level of advice.

Mid‑Senior level

Full‑time

Finance and Sales