Wealth Strategist, Practice Management
5 days ago
The Wealth Strategist at Mariner is the ideal role for an experienced wealth management professional looking to join a firm that has been ranked in the top five RIAs by Barron's for the last five years. As a Wealth Strategist on the Practice Management team, you will provide training and advisor support focused on properly leveraging investment strategies as well as advanced planning.
Responsibilities
- Support advisors on planning and investment cases by applying knowledge of Mariner's diverse investment strategies, products, and processes.
- Be the primary manager of external relationships and partnerships, including Medicare, lending, cash management, P&C insurance, etc.
- Support Practice Management's training and development of wealth advisors by developing a standardized approach for providing planning & investment advice.
- Develop and deliver future training content to enhance advisors' understanding of strategies, tools, and best practices.
- Enhance advisor knowledge of derivatives, alternative investments, and structured notes to better support recurring client conversations around investment strategy, concentrated position management, and portfolio de-risking.
- Leverage familiarity with Nitrogen/Riskalyze to help advisors interpret risk data, integrate it into client recommendations, and improve planning conversations.
- Provide high net worth client case support by helping advisors model planning scenarios in eMoney.
- Qualifications
Minimum 5 years' experience in financial services, wealth management - At least one of the following is required: CFA or CFP®
- Intellectual curiosity; Demonstrate a passion for ongoing learning
- Openness to new ideas and new ways of doing things
- Excellent written and verbal communication
- Detail-oriented with the ability to multi-task and meet deadlines
- Ability to change direction quickly while remaining focused and productive
- Collaborative: willingness and desire to work across organizational silos
- Demonstrated expertise in providing solutions to high net worth clients
We welcome your interest in being a part of the Mariner team. We offer our associates an innovative and challenging place to work with camaraderie and teamwork. We are a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition.
#LI-ML1
#Remote
EOE/M/F/D/V
About Us
Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at www.mariner.com. Mariner is committed to, and maintains, a drug-free workplace. For further information, click here.
About the Team
At Mariner, behind every advisor is a team of advisors. And behind that, you'll find the answers to complex questions about taxes, insurance, estate planning, tech and more. It's how we give advisors access to a new level of support to give their clients access to a new level of advice.
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