Mariner Wealth Advisors

  • Wealth Advisor

    Job Location(s) US-CA-San Diego
    Posted Date 11 months ago(4/2/2018 5:14 PM)
    # of Openings
    Wealth Management
    Job Closing Date
  • Overview

    Mariner Wealth Advisors is a national wealth advisory firm. Our mission is to help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come. Simply put, we exist to be advocates. We believe everyone can benefit from professional advice and, as our clients’ advocate, we help them make informed financial decisions so they can live a fulfilling life.

    We are seeking a Wealth Advisor for our San Diego, California office. The Wealth Advisor will assist the Senior Wealth Advisors to provide comprehensive wealth management advice to clients. Relying on financial planning knowledge, the Wealth Advisor will assist in the creation of financial plans and investment proposals.


    • Prepare customized comprehensive financial plans and portfolios
    • Assist Senior Wealth Manager to provide comprehensive wealth management advice to high net worth clients
    • Work with other departments to ensure accuracy of client information
    • Assist in retaining and building client relationships


    • 3+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
    • Bachelor’s degree (degrees in finance or related field are a plus)
    • Strong understanding of Wealth Management including fee-based consulting, mutual funds, money manager programs, insurance, annuities, and financial planning
    • Previous experience with high net worth or ultra high net worth clients/families is preferred
    • Strong understanding of the financial services industry and financial consulting responsibilities
    • Excellent administrative and organizational skills
    • A positive attitude and high energy level
    • Ability to handle multiple tasks and priorities
    • Demonstrated presentation, analytical, interpersonal, relationship management, written, and verbal skills
    • CFP designation (or currently working towards completion)


    We welcome your interest in being a part of the Mariner Wealth Advisors team. We offer our 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


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed