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Lead Financial Advisor

2 months ago

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

Overview

At Mariner Wealth Advisors, we are dedicated to providing exceptional wealth management services to our clients. We are seeking a highly skilled and experienced Senior Wealth Advisor to join our team.

Responsibilities

  • Develop and maintain strong relationships with high-net-worth clients, providing personalized wealth management advice and guidance.
  • Lead client meetings to identify complex financial issues and develop creative solutions to help clients achieve their goals.
  • Collaborate with a team of wealth advisors to provide comprehensive wealth management advice and customized investment portfolios to clients.
  • Participate in building new client relationships through strategic partnerships and business development initiatives.
  • Stay up-to-date with industry trends and best practices, and share knowledge with the team to drive business growth and excellence.
  • Train and mentor junior team members to ensure the continued growth and development of our wealth management team.

Qualifications

  • Bachelor's degree required.
  • 10+ years of experience in financial planning, accounting, law, or a related field.
  • Series 65, CFP, or CFA certification required.

Skills and Knowledge

  • Proven experience in wealth management, with a focus on fee-based consulting, tax planning, and investment management.
  • Depth of experience working with high-net-worth or ultra-high-net-worth clients.
  • Mastery of financial planning and investment software products, including eMoney and MoneyGuide Pro.
  • Excellent interpersonal, relationship management, and communication skills.
  • Demonstrated talent development experience, as well as training and mentoring new staff.
  • Strong organizational and time management skills, with the ability to manage multiple priorities in a fast-paced environment.
  • Attention to detail and a commitment to delivering exceptional client service.

About Mariner Wealth Advisors

Mariner Wealth Advisors is a top-ranked, national wealth advisory firm with a strong reputation for delivering exceptional client service and results. We are committed to building a diverse and inclusive culture that values teamwork, innovation, and professional growth. If you are a motivated and experienced wealth advisor looking for a new challenge, we encourage you to apply for this exciting opportunity.