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Summary
About the Role
About You
- Bachelor's degree required.
- 5+ years’ experience in financial planning, accounting, legal, or relevant organization.
- Series 65, CFP or CFA required.
- Wealth management experience with fee-based consulting, tax, mutual funds, and financial planning.
- Previous experience with high net worth or ultra-high net worth clients.
- Mastery of financial planning and investment software products (eMoney, MoneyGuide Pro).
- Demonstrated talent development experience, training new staff, mentoring interns.
Benefits
- Competitive compensation with eligibility for an annual bonus based on performance.
- Comprehensive benefits package including medical, dental, and vision coverage.
- Opportunities for professional growth and development.
Your wealth plan shouldn’t sit still. Neither do we. At Mariner, our advisors have access to in-house resources to solve complex wealth problems of the modern world. Get started today to access advisors with a wealth of knowledge — and a wealth of support. Our wealth solutions include: - Wealth planning - Investment advisory services - Multi-generational wealth planning - Risk management - Philanthropy - Executive compensation planning - Business succession planning - Family office services - Retirement planning To learn more about us, please visit mariner.com. Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.