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Wealth Management Advisor - Fountain Inn, SC - Mariner Finance
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 clientsPrepare 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.
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Wealth Management Advisor
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Financial Advisor Relationship Manager
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Wealth Advisor
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Financial Advisor
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Director of Finance
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EHS Specialist
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EHS Specialist
Only for registered members Fountain Inn
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EHS Specialist
Only for registered members Fountain Inn
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Sr. Payroll Accountant
Only for registered members Fountain Inn, SC
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Part-Time Beauty Advisor
Part time Only for registered members Simpsonville, SC
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Lead Financial Advisor
Mariner Finance- Simpsonville
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Wealth Advisor
Mariner Finance- Simpsonville
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Controller
Only for registered members Simpsonville
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Automotive Service Advisor
Only for registered members W. Georgia Rd, Simpsonville, South Carolina, United States
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Measure Tech
Part time Only for registered members Simpsonville
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Application Engineer
Only for registered members Simpsonville
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Automotive Express/Maintenance Technician
Full time Hudson Automotive Group- Simpsonville
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Registered Nurse
Only for registered members Simpsonville
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Measure Tech
Part time Only for registered members Simpsonville, SC
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Upstate Business Developer
Only for registered members Simpsonville, SC