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Principal Wealth Strategy Advisor

2 months ago

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

Senior Wealth Advisor at Mariner Wealth Advisors

Are you prepared to elevate your career with a firm that emphasizes client satisfaction and provides comprehensive financial guidance? Mariner Wealth Advisors is dedicated to nurturing the development of our professionals, contributing to the community, and fostering a diverse and inclusive workplace where everyone can flourish and reach their career goals.

In the role of Senior Wealth Advisor at Mariner Wealth Advisors, you will spearhead a team in crafting customized wealth strategies that resonate with each client's distinct objectives and values. We are in search of a seasoned and motivated individual who is committed to both professional and personal advancement.

Key Responsibilities:

  • Establish and nurture robust client relationships by delivering expert counsel and addressing client requirements
  • Facilitate client consultations to uncover intricate financial challenges and propose innovative solutions
  • Collaborate with a team to provide tailored wealth management insights to affluent clients
  • Cultivate new client connections in partnership with strategic allies
  • Offer continuous training and mentorship to team members

Required Qualifications:

  • Bachelor's degree is mandatory
  • Over 10 years of experience in financial planning or a related discipline
  • Series 65, CFP, or CFA certification is essential

Skills and Expertise:

  • Expertise in wealth management and financial planning
  • Experience with high-net-worth clientele
  • Familiarity with financial planning software applications
  • Exceptional interpersonal and communication abilities
  • Experience in talent development and mentorship

Mariner Wealth Advisors stands as a premier national wealth advisory firm committed to prioritizing client interests. Join us in a professional environment that encourages growth, collaboration, and a balanced work-life dynamic.