Job summary
Job post source
This job is directly from Mariner
Job overview
The Wealth Advisor role at Mariner involves creating comprehensive wealth plans and financial strategies for high net worth clients, contributing to their long-term financial goals.
Responsibilities and impact
The Wealth Advisor will collaborate with the wealth management team to provide financial advice, prepare customized financial plans, manage client relationships, support client requests, help acquire new clients, and mentor junior staff.
Compensation and benefits
The base salary ranges from $70,200 to $125,000 annually depending on location and experience, with eligibility for incentive programs and additional compensation and benefits.
Experience and skills
Candidates must have a bachelor's degree, 5+ years of relevant financial planning or related experience, and hold Series 65, CFP, or CFA certifications; skills include wealth management, client relationship management, financial software proficiency, and mentoring experience.
Career development
Mariner offers progressive opportunities, professional growth, training, and a supportive environment for career advancement.
Work environment and culture
The company promotes a diverse, innovative, and team-oriented culture with a focus on work-life balance and community involvement.
Company information
Mariner is a firm focused on wealth management and financial planning, emphasizing client partnership and comprehensive financial strategies.
Team overview
The candidate will join the wealth advisor team working collaboratively to serve high net worth clients and support each other’s growth.
Unique job features
The role includes mentoring new associates and participating in community networking for client acquisition, with a clean U4 requirement and a focus on high net worth 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
Tailor your resume to emphasize your experience in wealth management, especially your work with high net worth clients and proficiency in financial planning software like eMoney and MoneyGuide Pro.
Highlight your skills in creating comprehensive, customized financial plans and your ability to collaborate effectively within a team to support client needs.
Apply through multiple channels such as Mariner’s corporate careers page and LinkedIn to maximize your chances of being noticed for the Wealth Advisor role.
Connect with current wealth management team members at Mariner on LinkedIn, using ice breakers like commenting on recent community involvement by Mariner or asking about their approach to client relationship building.
Optimize your resume for ATS by including keywords from the job description such as 'wealth management,' 'financial planning,' 'Series 65,' 'CFP,' and 'client relationship management' to pass initial screenings.
Utilize Jennie Johnson's Power Apply feature to automate tailored applications, identify the best job portals, and find relevant LinkedIn connections, allowing you to focus more on networking and interview preparation.
Jennie Johnson works for you!
Here’s what we do to make sure you’re successful:
Targeted Resume Revamp:
We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.
Job Description Dissection:
Unpack the job posting with expert analysis, ensuring your application hits every key requirement.
Bespoke Cover Letter:
Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.
Interview Mastery:
Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.
Direct Application Insights:
Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.
Skills and Gaps Assessment:
Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.
Personalized Email Pitch:
Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.
In-depth Research Guide:
Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.
Detailed Company Analysis:
Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.
Strategic Candidate Overview:
Understand your unique value and why companies would want to interview you, highlighting your background and positioning.