Mariner Holdings

  • Associate Wealth Advisor

    Job Location(s) US-OH-Cincinnati
    Posted Date 2 weeks ago(6/1/2018 12:41 PM)
    Entity
    MWACIN - Mariner Wealth Advisors - Cincinnati
    # of Openings
    1
    Category
    Wealth Management
    Job Closing Date
    8/1/2018
  • 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 candidates for the position of Associate Wealth Advisor in Cincinnati, OH.  This individual will participate on a team under the leadership of a Senior Wealth Advisor, providing comprehensive wealth management to clients.  Relying on investment and financial planning knowledge, the Associate Wealth Advisor will assist in the creation of portfolio strategies and financial plans for clients, will have direct contact with clients in these and other portfolio administration duties, and will be asked to complete a variety of investment and planning-oriented projects on an as-needed basis.

    Responsibilities

    • Assist Senior Wealth Advisor and team to provide comprehensive wealth management for high-net-worth clients
    • Review and analyze client data: investment portfolios, trusts, wills, tax returns and financial plans
    • Prepare analytical reports for customized client reviews
    • Prepare customized comprehensive financial plans and investment portfolios
    • Work with other departments to ensure accuracy of client information
    • Assist in retaining and building client relationships

    Qualifications

    • Approximately 0-4 years of prior experience in investments, financial planning, accounting, or in a University program with this focus
    • Bachelor’s degree (prefer finance or related field)
    • Good understanding of financial services industry, especially wealth management, investment management and financial planning
    • Previous experience with high–net-worth clients/families is preferred
    • Excellent administrative and organization skills, as well as attention to detail
    • A positive attitude and high energy level
    • Ability to adeptly manage multiple tasks and shifting priorities
    • Demonstrated strong presentation, analytical, interpersonal, relationship management, and written and verbal communication skills
    • Additional education and credentials are a plus, such as MBA, CPA, and work towards, or completion of, the CFP or CFA designation

     

    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

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