Job summary
Job post source
This job is directly from Mariner
Job overview
The Wealth Advisor at Mariner will collaborate with the wealth management team to develop comprehensive wealth plans that align with clients' goals and values, fostering professional and personal growth.
Responsibilities and impact
Daily responsibilities include providing wealth management advice to high net worth clients, preparing customized financial plans, cultivating client relationships, and participating in client acquisition efforts.
Compensation and benefits
The salary for this position ranges from $70,200 to $125,000 per year, with potential eligibility for an incentive program and additional compensation based on performance.
Experience and skills
Candidates must have a bachelor's degree, over 5 years of relevant experience, and hold Series 65, CFP, or CFA certifications, with a preference for those experienced with high net worth clients.
Career development
Mariner emphasizes professional growth, offering opportunities for training and mentorship within a supportive environment.
Work environment and culture
The company promotes a diverse culture focused on teamwork, work-life balance, and community involvement.
Company information
Founded in 2006, Mariner is a national financial services firm managing over $560 billion in assets, providing comprehensive wealth management solutions.
Team overview
The team at Mariner consists of advisors supported by experts in various fields, enhancing the advisory process for clients.
Company overview
Mariner is a technology company specializing in industrial IoT (Internet of Things) and AI-driven solutions to optimize operations and enhance productivity across various sectors, including manufacturing, energy, and utilities. They generate revenue through the sale of their proprietary software platforms, consulting services, and ongoing support and maintenance contracts. Founded in 1998, Mariner has a history of innovation, having evolved from a traditional IT services firm to a leader in advanced analytics and machine learning applications. Their commitment to leveraging cutting-edge technology to solve complex industrial challenges makes them a dynamic and forward-thinking employer.
How to land this job
Position your resume to highlight your experience in wealth management, emphasizing your ability to create comprehensive financial strategies tailored to clients' goals.
Showcase your interpersonal skills, team mentality, and experience with high net worth clients, as these are crucial for the Wealth Advisor role at Mariner.
Apply through multiple platforms including Mariner's corporate website and LinkedIn to enhance your visibility and chances of landing the position.
Connect with professionals in the wealth management division at Mariner on LinkedIn, and consider ice breakers such as asking about their experience with client relationships or expressing your admiration for Mariner's approach to wealth planning.
Optimize your resume for ATS by incorporating keywords from the job description such as 'comprehensive wealth management,' 'financial plans,' and 'client relationships.'
Utilize Jennie Johnson's Power Apply feature to streamline your job search, ensuring tailored applications and effective networking opportunities.
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