Wealth Management Advisor - Fountain Inn, SC - Mariner Finance

    Mariner Finance
    Mariner Finance Fountain Inn, SC

    3 days ago

    Description
    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 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. 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. 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
    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
    Bachelor's degree required
    ~5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience
    ~ 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)
    Demonstrated talent development experience, training new staff, mentoring interns, etc.
    Note: All Wealth Advisors must have a clean U4 with no disclosures.
    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. 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.

  • Work in company

    Wealth Management Advisor

    Only for registered members

    ***Sponsorship not available for role. · Open to Wealth Management Advisor I or II based on level of experience. · RESPONSIBILITIES  · Administer assigned trust accounts including personal trusts and estates (with non-complex attributes), custodial and managing agency accounts, ...

    Spartanburg, South Carolina, , United States

    4 days ago

  • Work in company

    Financial Advisor Relationship Manager

    Only for registered members

    WHO are we looking for? · CAPTRUST seeks a dynamic Financial Advisor Relationship Manager who will provide high-level service to new and existing institutional retirement plan clients. A competitive salary is offered for this role as well as excellent career growth potential with ...

    Greenville

    5 days ago

  • Work in company

    Wealth Advisor

    Mariner Finance

    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 ...

    Fountain Inn $65,000 - $160,000 (USD) per year

    2 hours ago

  • Work in company

    Financial Advisor

    Mariner Finance

    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 ...

    Fountain Inn $70,200 - $125,000 (USD) per year

    1 week ago

  • Work in company

    Automotive Express/Maintenance Technician

    Hudson Automotive Group

    $25 Per Flat Rate Hour with Production Bonus · Technician Career Pathway Through Dealership Provided Training and Advancement Opportunities · Tool Assistance Program/Tuition Reimbursement  · Spartanburg Toyota, a Hudson Automotive Company, is actively seeking Automotive Express/M ...

    Fountain Inn $40,000 - $60,000 (USD) per year Full time

    1 day ago

  • Work in company

    Director of Finance

    Only for registered members

    The · Finance Director · is a key member of the leadership team for Metro & Carolina Power, combining forward-looking business partnership with strong controllership oversight. This role is responsible for providing actionable financial insight to operational and executive leader ...

    Fountain Inn, SC

    19 hours ago

  • Work in company

    EHS Specialist

    Only for registered members

    Join Amazon's mission to become Earth's safest place to work At Amazon, we've set the ambitious goal to become the benchmark of safety excellence across all industries in which we operate. As a Workplace Health & Safety Specialist (WHSS), you'll be at the forefront of transformin ...

    Fountain Inn $27 - $33 (USD) Full time

    2 weeks ago

  • Work in company

    EHS Specialist

    Only for registered members

    This job is with Amazon, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. · Join Amazon's mission to become Earth's safest place to work At Amazon, we've set the ambitious goal to become the benchmark of safety excelle ...

    Fountain Inn

    1 week ago

  • Work in company

    EHS Specialist

    Only for registered members

    As a Workplace Health & Safety Specialist (WHSS), you'll be at the forefront of transforming workplace safety culture at one of the world's most innovative companies. · ...

    Fountain Inn $27 - $33 (USD)

    1 week ago

  • Work in company

    Sr. Payroll Accountant

    Only for registered members

    To support the Payroll Specialists in providing payroll tax accounting support to the US payroll operations and communicate with Kyocera AVX U.S. HR Partners to resolve any payroll discrepancies always maintaining strict confidentiality. · ...

    Fountain Inn, SC

    2 weeks ago

  • Work in company

    Part-Time Beauty Advisor

    Only for registered members

    About the RoleAs Beauty Advisor you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience. · You will maintain expert knowledge of top beauty brands exe ...

    Simpsonville, SC Part time

    1 month ago

  • Work in company

    Lead Financial Advisor

    Mariner Finance

    Lead Financial Advisor · We are seeking a seasoned Financial Advisor to join our team at Mariner Finance. As a Lead Financial Advisor, you will be responsible for providing comprehensive wealth management advice to high net worth clients. · Key Responsibilities: · Work with the w ...

    Simpsonville $70,200 - $125,000 (USD) per year

    2 hours ago

  • Work in company

    Wealth Advisor

    Mariner Finance

    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 year

    6 days ago

  • Work in company

    Controller

    Only for registered members

    An established manufacturing company seeks a Corporate Controller with manufacturing industry experience. This role entails overseeing financial operations for accurate reporting, · Managing accounting functions including AP, AR, G/L budget forecast internal controls.Preparing ti ...

    Simpsonville

    1 week ago

  • Work in company

    Automotive Service Advisor

    Only for registered members

    · Company Description · Benefits: · *Up To $90K for Highly Qualified Candidates · Generous Base Salary + Bonus Plan · 401K · Healthcare - Dental - Vision - more, with a $400 bonus towards your costs · Highest rated shop in the area because we treat our people well, who treat our ...

    W. Georgia Rd, Simpsonville, South Carolina, United States

    4 days ago

  • Work in company

    Measure Tech

    Only for registered members

    The Measure Technician works independently in a traveling field role in support of The Home Depot's Field Services Organization.This position is responsible for performing in-home measure appointments and providing quality professional customer service. · ...

    Simpsonville Part time

    1 month ago

  • Work in company

    Application Engineer

    Only for registered members

    We are seeking a dedicated Application Engineer to join our team.In this role, you will act as a functional engineer, driving improved decision-making and providing executional support for the business. · ...

    Simpsonville

    1 month ago

  • Work in company

    Automotive Express/Maintenance Technician

    Hudson Automotive Group

    $25 Per Flat Rate Hour with Production Bonus · Technician Career Pathway Through Dealership Provided Training and Advancement Opportunities · Tool Assistance Program/Tuition Reimbursement  · Spartanburg Toyota, a Hudson Automotive Company, is actively seeking Automotive Express/M ...

    Simpsonville $40,000 - $60,000 (USD) per year Full time

    1 day ago

  • Work in company

    Registered Nurse

    Only for registered members

    Inspire health. Serve with compassion. Be the difference. · Provides clinical direction for all aspects of patient care in an acute inpatient setting, fostering patient/family centered care. · Demonstrates clinical competency utilizing evidence based practices/research in all are ...

    Simpsonville

    3 weeks ago

  • Work in company

    Measure Tech

    Only for registered members

    The Measure Technician (In-Home Advisor) works independently in a traveling field role in support of The Home Depot's Field Services Organization. · ...

    Simpsonville, SC Part time

    1 month ago

  • Work in company

    Upstate Business Developer

    Only for registered members

    The Upstate Business Developer is responsible for cultivating long-term relationships with commercial property owners managers and developers throughout the Upstate South Carolina market. · ...

    Simpsonville, SC

    3 weeks ago

Jobs
>
Wealth management advisor
>
Jobs for Wealth management advisor in Fountain Inn