About this opportunity
Mariner lists this Senior Wealth Advisor opportunity in tigard, Oregon. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs
Lead client meetings at all phases of the wealth planning cycle 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 through thoughtful, comprehensive wealth management and customized investment portfolios
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 (eMoney, MoneyGuide Pro)
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.
Compensation Range: $150K - $200K
EOE M/F/D/V
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.