Senior Wealth Advisor, Ft. Lauderdale, FL

1 day ago

Fort Lauderdale, Florida, United States Mariner Wealth Advisors Full time
Overview

At Mariner Wealth Advisors, we're dedicated to providing 360° advice designed to last. If you're looking to build your career with a firm that puts the client first, we invite you to explore this opportunity.

Responsibilities
  • Lead client relationships and retention efforts, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
  • Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients.
  • Participate in building new client relationships in collaboration with strategic partners.
  • Commit 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.
  • 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.

Mariner Wealth Advisors is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do.

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/V

Barron's Top RIA Firms: Mariner Wealth Advisors has received top rankings from Barron's, a leading financial publication.

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