Investment Advisor - Golden - Mariner Finance

    Mariner Finance
    Mariner Finance Golden

    5 days ago

    $70,000 - $135,000 (USD) per year
    Description

    Investment Advisor

    About Mariner Finance
    Mariner is a national financial services firm. Our advisors have access to in-house expertise, covering tax, estate, trust, and insurance to investment banking and valuation. This enables them to create unified wealth plans with clients.

    Key Responsibilities:

    • Work with the wealth management team to create comprehensive wealth plans that align with client goals and values.
    • Provide thoughtful, customized financial plans and portfolios by conducting research and analysis of potential client solutions.
    • Cultivate and lead client relationships to ensure we are meeting client needs.

    Mastery of various software products (eMoney, MoneyGuide Pro) is required along with highly effective interpersonal skills.
    The ideal candidate will be a strong listener with a team mentality who can grow professionally while working at Mariner Financial Services Firm.”}


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