Job summary
Job post source
This job is from a recruiting firm hiring for a separate company, as ZRG Career Opportunities is a recruiting firm and the description references Mariner as the employer.
Job overview
The Financial Advisor role involves working with a wealth management team to create comprehensive financial plans for high net worth clients, impacting client wealth strategies and satisfaction.
Responsibilities and impact
The advisor will prepare customized financial plans, manage client relationships, collaborate with the team to execute client requests, participate in client acquisition, and mentor junior staff.
Experience and skills
Candidates need a bachelor's degree, 5+ years of relevant financial planning experience, and certifications like Series 65, CFP, or CFA; wealth management experience with high net worth clients and proficiency in financial planning software are required.
Career development
The role includes opportunities for continuing education, training, talent development, and mentoring new advisors and associates.
Company information
Mariner is a privately held national financial services firm offering expertise in tax, estate, trust, insurance, investment banking, and valuation to support wealth planning.
Team overview
The candidate will join the wealth advisor team working collaboratively to provide comprehensive wealth management advice.
Job location and travel
The position is based in Walnut Creek, CA with a hybrid work model.
Unique job features
The job offers access to in-house expertise across multiple financial disciplines and involves working with high net worth clients in a dynamic environment.
Company overview
ZRG is a global executive search and talent advisory firm specializing in helping organizations recruit top leadership and professional talent across a wide range of industries, including life sciences, technology, financial services, and industrial sectors. The company generates revenue primarily through retained search fees, talent consulting services, and leadership assessment solutions for clients ranging from Fortune 500 companies to emerging businesses. Founded in 1999 and headquartered in New Jersey, ZRG has grown rapidly through both organic expansion and strategic acquisitions, establishing a strong international presence with offices in North America, Europe, and Asia. Candidates should be aware of ZRG's reputation for leveraging data-driven methodologies and proprietary technology platforms to deliver efficient, transparent hiring processes. The firm’s collaborative culture and focus on innovation make it a dynamic environment for professionals interested in the talent and recruitment industry.
How to land this job
Tailor your resume to highlight your wealth management experience, particularly fee-based consulting, tax strategies, and financial planning for high net worth clients, to align with ZRG Career Opportunities' Financial Advisor role.
Emphasize your proficiency with financial planning software like eMoney and MoneyGuide Pro, as well as your ability to cultivate and maintain client relationships and lead teams, which are key responsibilities in the job description.
Apply through multiple channels including ZRG Career Opportunities' corporate website and LinkedIn to maximize your exposure for this position.
Connect on LinkedIn with current wealth advisors or team members at ZRG Career Opportunities, using ice breakers such as commenting on their recent client success stories or asking about their approach to comprehensive wealth planning.
Optimize your resume for ATS by incorporating keywords from the job description like 'wealth management,' 'fee-based consulting,' 'Series 65,' 'CFP,' 'client relationship management,' and 'financial planning software' to ensure it passes automated screenings.
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