Wealth Strategist, Practice Management

5 days ago

United States Mariner Wealth Advisors Full time $100,000 - $150,000 per year

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

Skills and Knowledge

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

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