Mariner Wealth Advisors

Senior Wealth Advisor

Job Location(s) US-TX-Austin
Posted Date 3 weeks ago(6/1/2021 11:47 AM)
# of Openings
1
Category
Wealth Management

Overview

The senior wealth advisor position at Mariner Wealth Advisors is the ideal role for an individual looking to join a national advisory firm that Barron’s has ranked as a Top Five RIA for the last five years. Our firm is well established with in-house teams, including estate planning and trust services, insurance, a national tax practice and a multifaceted investment team allowing for customization of client portfolios. The senior wealth advisor role is one that will lead a wealth management team to create comprehensive wealth plans and coordinated financial strategies to align with each client’s goals and values. The successful candidate will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

 

If you are looking to enhance your career with a firm that puts the client first by providing 360° advice designed to last and that 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 have a diverse culture where associates genuinely love where they work and receive the support they need to meet their career goals.

Responsibilities

  • Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs
  • Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals
  • Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios
  • Participate in building new client relationships in collaboration with strategic partners
  • Commitment to advanced continuing education and team development at all levels
  • Train and mentor associates across the wealth advisory team

Qualifications

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

Skills and Knowledge

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

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

 

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

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