- 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
- Bachelors 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
- 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
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Wealth Advisor - Omaha, United States - Mariner Wealth Advisors
Description
Overview:
If you are looking to build your career with a firm that puts the client first, then Mariner is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.
As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each clients goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities:Skills and Knowledge
Note: All wealth advisors must have a clean U4 with no disclosures.
Mariner is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do.
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. #LI-TH1
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.
EOE M/F/D/V
Barrons Top RIA Firms: Barrons awarded 2023 #4, #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking. The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barrons uses to rank firms is proprietary. The number of firms included in the rankings was: , , , , and The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit
Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entitys Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website ). Registration of an investment adviser does not imply a certain level of skill or training.
