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Associate Wealth Advisor

1 month ago

Newport Beach, United States Mariner Advisor Network Full time

Mariner Advisor Network is looking for an Associate Wealth Advisor in Newport Beach, CA. This is a full-time opportunity with Ocean Heights Advisors, an employee owned financial advisory and investment management company affiliated with Mariner Advisor Network.

The Associate Wealth Advisor will work directly with wealth management teams to support them in the creation of comprehensive wealth plans that align with each clients goals and values. A successful Associate Wealth Advisor will be a thoughtful listener, have a strong team mentality and the highest professional integrity. This individual will also have excellent quantitative, analytical, written and interpersonal skills.

Responsibilities

  • Work with existing wealth advisor teams to provide comprehensive wealth management advice to clients
  • In conjunction with advisors, will prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
  • Effectively work with internal team and available resources in support of our clients, executing client requests, updating information, and following up on open items
  • Will support team in 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

Qualifications

  • Bachelors degree (degrees in finance or related field are a plus)
  • 3+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
  • Series 65 required within 60 days of employment. CFP or similar designation preferred.

Skills & Knowledge

  • Previous experience with high net worth or ultra-high net worth clients/families is preferred
  • eMoney experience is required
  • Black Diamond and Salesforce experience is preferred.
  • 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

EOE M/F/D/V

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