Senior Wealth Advisor, Ft. Lauderdale, FL

2 weeks ago

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

Overview

We are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at Mariner Wealth Advisors. As a key member of our wealth management team, you will be responsible for leading a team of wealth advisors to create comprehensive wealth plans that align with each client's goals and values.

Responsibilities

  • Lead client meetings 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
  • 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
  • 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 been ranked as one of the top RIA firms by Barron's, a leading financial publication. Our firm has been recognized for its commitment to excellence in wealth management and its dedication to providing exceptional service to our clients.

We are proud to be part of a community that values innovation, teamwork and client satisfaction.

For more information, please visit our website.

#LI-ML1

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