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Senior Wealth Advisor

Company: Mariner Wealth Advisors
Location: Albuquerque
Posted on: January 16, 2022

Job Description:

The senior 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 Barrons for the last five years. The senior wealth advisor position at Mariner Wealth Advisors will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each clients 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. 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.

  • Responsible for client relationships and retention, inspiring client confidence through demonstrated expertise
  • Cultivate and retain client relationships to insure we are meeting and addressing client questions and needs on an ongoing basis
  • Lead client meetings at all phases of the planning cycle to identify complex planning issues with clients financial plans and offer creative solutions to help them achieve their goals
  • Collaborate with wealth advisor team to prepare and provide comprehensive wealth management advice to high net worth clients through thoughtful, customized comprehensive financial plans and portfolios
  • Effectively work with your team and available resources in support of our client needs to conduct research and analysis of potential client solutions
  • Active participant in obtaining new clients in partnership with strategic relationships and community networks
  • Commitment to continuing education and team development at all levels
  • Train and mentor associates across the wealth advisory team
    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
      • Bachelors 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 Note: All Senior Wealth Advisors must have a clean U4 with no disclosures.
        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 are a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition. EOE M/F/D/Vby Jobble

Keywords: Mariner Wealth Advisors, Albuquerque , Senior Wealth Advisor, Accounting, Auditing , Albuquerque, New Mexico

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