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About UsMariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so th ...
Pelzer $65,000 - $160,000 (USD) per year6 days ago
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About Us · Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so ...
Mauldin $70,200 - $125,000 (USD) per year2 days ago
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A leading national wealth management firm is seeking an experienced Wealth Advisor to deliver comprehensive, personalised financial advice to high-net-worth clients. · ...
Greenville2 weeks ago
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About UsMariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so th ...
Mauldin $70,200 - $125,000 (USD) per year5 days ago
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About Us · Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so ...
Reidville $70,200 - $125,000 (USD) per year2 days ago
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We are hiring for one of our clients, a national financial services firm, seeking an experienced Wealth Advisor to deliver comprehensive financial planning and investment strategies to high-net-worth clients. · ...
Greenville1 week ago
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About UsMariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so th ...
Lyman $70,200 - $125,000 (USD) per year6 days ago
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About UsMariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so th ...
Startex $70,200 - $125,000 (USD) per year6 days ago
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About Us · Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so ...
Startex $65,000 - $160,000 (USD) per year6 days ago
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About Us · Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so ...
Simpsonville $70,200 - $125,000 (USD) per year4 days ago
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Job Title: · Wealth Advisor · Location: · Greenville, South Carolina, United States · Employment Type: · Full-Time · About the Role · We are hiring for one of our clients, a national financial services firm, seeking an experienced Wealth Advisor to deliver comprehensive financial ...
Greenville, SC $65,000 - $160,000 (USD) per year6 days ago
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About UsMariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so th ...
Duncan $70,200 - $125,000 (USD) per year6 days ago
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Description · Responsibilities · Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients · Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutio ...
Greenville, SC, United States $65,000 - $160,000 (USD) per year2 days ago
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Wealth Advisors at Mariner provide comprehensive wealth management advice to high net worth clients. · They work with a team to prepare customized financial plans and portfolios by conducting research and analysis. · Cultivate client relationships to address questions and needs. ...
Easley $70,200 - $125,000 (USD) per year3 days ago
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About UsMariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so th ...
Easley3 days ago
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About UsMariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so th ...
Greer $70,200 - $125,000 (USD) per year6 days ago
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About Us · Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so ...
Easley $70,200 - $125,000 (USD) per year4 days ago
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About UsMariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so th ...
Simpsonville $70,200 - $125,000 (USD) per year6 days ago
- Work in company
Financial Advisor Support Specialist, Wealth-Greenville, SC
Only for registered members
The Financial Advisor Support Specialist acts as a point of client contact accountable to serve the needs of clients in the mass affluent segment. · Supports FA team and provides consistent and accurate administrative support. · Demonstrates customer-centric approach by ensuring ...
Greenville $24 - $33.50 (USD)2 weeks ago
- Work in company
Financial Advisor Support Specialist, Wealth-Greenville, SC
Only for registered members
The Financial Advisor Support Specialist acts as a point of client contact accountable to serve the needs of clients in the mass affluent segment. · ...
Greenville $24 - $33.50 (USD)3 weeks ago
Wealth Advisor - West Pelzer - Mariner Finance
Description
About UsMariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs.
Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients.
By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry.Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25.
Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025.
Learn more at. Mariner is committed to, and maintains, a drug-free workplace. For further information, click here .
Job Description
Responsibilities
Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
Effectively work with your team and available resources in support of our clients, executing client requests and updating information
Active participant in obtaining new clients in partnership with strategic relationships and community networks
Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates
Qualifications
Bachelor's degree required
5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience
Series 65, CFP or CFA required
Skills & Knowledge
Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
Previous experience 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, training new staff, mentoring interns, etc.
Excellent organizational and time management skills in a high energy environment to manage multiple priorities
Strong attention to detail
Note:
All Wealth Advisors must have a clean U4 with no disclosures.
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community.
We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals.
We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year.
Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience.
Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
Roles may also be eligible for additional compensation and/or benefits.#LI-MK1
EOE M/F/D/V
About the Team
At Mariner, behind every advisor is a team of advisors. And behind that, you'll find the answers to complex questions about taxes, insurance, estate planning, tech and more.
It's how we give advisors access to a new level of support to give their clients access to a new level of advice.
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