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Job Details

Senior Wealth Advisor

Location
Louisville, KY, United States

Posted on
Oct 08, 2020

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Profile

OverviewnThe senior wealth advisor position at Mariner Wealth Advisors is the ideal role for an individual looking to join a national advisory firm that Barronu2019s has ranked as a Top Five RIA for the last five years. Our firm is well established with in-house teams, including estate planning and trust services, insurance, a national tax practice and a multifaceted investment team allowing for customization of client portfolios. The senior wealth advisor role is one that will lead a wealth management team to create comprehensive wealth plans and coordinated financial strategies to align with each clientu2019s goals and values. The successful candidate will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. n nIf you are looking to enhance your career with a firm that puts the client first by providing 360° advice designed to last and that is committed to being there for everything life brings our clientsu2019 way, then Mariner Wealth Advisors is the right firm for you. We actively nurture the next generation of advisors, give back to the community and have a diverse culture where associates genuinely love where they work and receive the support they need to meet their career goals.nResponsibilitiesnn Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs n Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goalsn 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 portfoliosn Participate in building new client relationships in collaboration with strategic partners n Commitment to advanced continuing education and team development at all levels n Train and mentor associates across the wealth advisory teamnnQualificationsnSkills and Knowledgenn Wealth management experience with fee-based consulting, tax, investing, insurance and financial planningn Depth of experience working with high-net-worth or ultra-high-net-worth clientsn Mastery of financial planning and investment software products (i.e. eMoney, MoneyGuide Pro) n Highly effective interpersonal, relationship management, and both verbal and written communication skillsn Demonstrated talent development experience, as well as training and mentoring new staffn Excellent organizational and time management skills in a high energy environment to manage multiple prioritiesn Strong attention to detail nnQualificationsnn Bacheloru2019s degree requiredn 10 yearsu2019 experience in financial planning, investments, or other relevant field n Series 65, CFP or CFA requirednn nNote:  All Senior Wealth Advisors must have a clean U4 with no disclosures. n nWe 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.  n nEOE M/F/D/Vn n*Barronu2019s awarded the 2020 #5, 2019 #4 and 2018 #3 Top RIA Firms rankings to Mariner Wealth Advisors based on data compiled for Mariner Wealth Advisors and the 2017 #2 and 2016 #1 rankings to **MEMBERS ONLY**SIGN UP NOW***. based upon data compiled for **MEMBERS ONLY**SIGN UP NOW***.u2019 registered investment adviser subsidiaries. The number of firms included in the rankings were: 20 (2016), 30 (2017), 40 (2018), 50 (2019) and 100 (2020). Barronu2019s publishes rankings based upon a number of criteria and the firmsu2019 filings with the SEC were used to cross-check the data provided. The listing includes numbers of clients, employees, advisors, offices and state locations. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information visit ****

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