Senior Wealth Advisor
2 weeks ago
Job DescriptionThe senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.ResponsibilitiesResponsible 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.QualificationsBachelor’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 KnowledgeWealth 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 our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.EOE M/F/D/VSeniority levelMid-Senior levelEmployment typeFull-timeJob functionFinance and Sales #J-18808-Ljbffr
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Associate Wealth Advisor
4 weeks ago
Menlo Park, United States Focus Financial Partners Full timeAssociate Wealth AdvisorFocus Partners Wealth seeks a motivated and qualified individual for the position of Associate Wealth Advisor. The Associate Wealth Advisor is an integral member of the client service team, working closely with the senior professionals of the firm to deliver exceptional advice and service to clients. The associate wealth advisor will...
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Senior Wealth Advisor
7 days ago
Overland Park, United States Mariner Full timeJob Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be...
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Senior Wealth Advisor
6 days ago
Overland Park, KS, United States Mariner Full timeJob Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be...
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Associate Wealth Advisor
2 weeks ago
Menlo Park, CA, United States Focus Financial Partners Inc. Full timePosition Summary Focus Partners Wealth seeks a motivated and qualified individual for the position of Associate Wealth Advisor. The Associate Wealth Advisor is an integral member of the client service team, working closely with the senior professionals of the firm to deliver exceptional advice and service to clients. The associate wealth advisor will support...
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Senior Wealth Advisor
2 weeks ago
Menlo Park, United States Mercer Advisors Inc. Full timeSenior Wealth Advisor - UHNW (Hybrid in SF) Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. By integrating financial planning, investment management, tax, estate, insurance, and more—all managed by a single team—Mercer serves over 31,300 families in more than 90...
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Associate Wealth Advisor
1 week ago
Menlo Park, CA, United States Focus Financial Partners Inc. Full timePosition Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth...
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Associate Wealth Advisor
5 days ago
Menlo Park, CA, United States Focus Financial Partners Inc. Full timePosition Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth...
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Associate Wealth Advisor
1 week ago
Menlo Park, CA, United States Focus Financial Partners Inc. Full timePosition Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth...
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Associate Wealth Advisor
6 days ago
Menlo Park, CA, United States Focus Financial Partners Inc. Full timePosition Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth...
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Senior Wealth Advisor
2 weeks ago
Villa Park, United States Get It - Real Estate Full timeWe offer a comprehensive suite of financial planning and investment management services to individuals, families, and businesses. Our mission is to help clients achieve their financial aspirations through a tailored approach that considers their unique goals and circumstances. Our dedicated team of experienced professionals provides services in areas such as...
