Wealth Manager - Pittsburgh - Mariner Finance

    Mariner Finance
    Mariner Finance Pittsburgh

    5 days ago

    $63,000 - $108,000 (USD) per year
    Description

    Wealth Manager

    Key Responsibilities:

    • Work with your 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
      • '
      • Understanding of wealth management including fee-based consulting mutual funds money manager programs insurance and financial planning
      • Prior experience working in finance or related field preferred (degrees in finance or related field are a plus) CFPA designation required Series 65 required }}

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