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Associate Wealth Advisor

Company: Mariner Wealth Advisors
Location: Saint Louis
Posted on: November 19, 2021

Job Description:

The associate wealth advisor position at Mariner Wealth Advisors is the ideal role for a financial planning professional looking to join a firm that has been ranked in the top five RIAs by Barron's for the last five years. As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

If you are looking to build your career with a firm that puts the client first by providing 360 - advice designed to last, then Mariner Wealth Advisors is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.

RESPONSIBILITIES:
Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
Critical in supporting, retaining and building meaningful client relationships
Participate in the sales process in partnership with team to build new client relationships
Actively develop skills in various software programs for investment and financial planning

QUALIFICATIONS:
Bachelor's degree (degrees in finance or related field are a plus)
2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
CFP designation or Series 65 preferred

SKILLS & KNOWLEDGE:
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
Previous experience with high net worth or ultra-high net worth clients/families is preferred
Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
Highly effective interpersonal, relationship management and communication skills
Strong attention to detail
Excellent organizational and time management skills in a high-energy environment to manage multiple priorities

Note: The Associate Wealth Advisor is expected to pass the Series 65 or meet the exam waiver requirement per the firm's company policy.

We welcome your interest in being a part of the Mariner Wealth Advisors team. We offer associates an innovative and challenging place to work with camaraderie and teamwork. We have a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition.

EOE M/F/D/V

Keywords: Mariner Wealth Advisors, St. Louis , Associate Wealth Advisor, Other , Saint Louis, Missouri

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