Jobs
>
Fort Lauderdale

    Senior Wealth Advisor, Ft. Lauderdale, FL - Fort Lauderdale, United States - Mariner Wealth Advisors

    Mariner Wealth Advisors
    Mariner Wealth Advisors Fort Lauderdale, United States

    3 weeks ago

    Default job background
    Description

    Overview

    If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last, then Mariner Wealth Advisors 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.

    The senior wealth advisor position at Mariner Wealth Advisors will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

    Responsibilities

  • Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs
  • Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals
  • Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios
  • Participate in building new client relationships in collaboration with strategic partners
  • Commitment to advanced continuing education and team development at all levels
  • Train and mentor associates across the wealth advisory team

    • Qualifications

  • Bachelor's degree required
  • 10+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience
  • Series 65, CFP or CFA required

    • Skills and Knowledge

  • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
  • Depth of experience working 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, as well as training and mentoring new staff
  • Excellent organizational and time management skills in a high energy environment to manage multiple priorities
  • Strong attention to detail

    • Note: All Senior Wealth Advisors must have a clean U4 with no disclosures.

    Mariner Wealth Advisors 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.

    EOE M/F/D/V

    Barron's Top RIA Firms: Barron's 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 2016 – 2023 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 Barron's 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

    #LI-ML1

    Options

    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed

    Software Powered by iCIMS

  • Mariner

    Senior Wealth Advisor, Ft. Lauderdale, FL

    1 week ago

    Mariner Fort Lauderdale, United States

    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 wher ...

  • Mariner Wealth Advisors

    Senior Wealth Advisor, Ft. Lauderdale, FL

    3 weeks ago

    Mariner Wealth Advisors Fort Lauderdale, United States

    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 ...

  • Bank of America

    Merrill Financial Solutions Advisor-Greater Ft. Lauderdale Market

    1 week ago

    Bank of America Fort Lauderdale, United States

    Merrill Financial Solutions Advisor-Greater Ft. Lauderdale Market · Fort Lauderdale, Florida;Plantation, Florida; Aventura, Florida; Weston, Florida · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the p ...

  • Nova Southeastern University

    Faculty (Rank Tbd) - Prosthodontics

    3 weeks ago

    Nova Southeastern University Fort Lauderdale, United States

    **Faculty (Rank TBD) - Prosthodontics **Post internally to CDM ONLY**: · **Job Number**: 505537 · **Work Type**: Full Time with Full Benefits · **Location**: Fort Lauderdale-Davie, Florida · **Categories**: Faculty - Health Professions · **About Us**: · **We are excited that you ...

  • Aurora Ventures

    Technical Coating Customer Advisor

    3 weeks ago

    Aurora Ventures North Lauderdale, United States

    Technical Customer Advisor Coating (m/f/d) · Location: North Lauderdale, FL, US, 33068 · What to expect · Advising our customers and branches on new linings and replacement containers for vibratory and blasting systems · Handling of quotation creation and processing · Your Oran ...

  • Kimley-Horn

    Aviation Planner

    5 days ago

    Kimley-Horn Fort Lauderdale, United States

    Overview: · Kimley-Horn's Fort Lauderdale, Florida (FL) office is seeking a engineer or landside planner with 5+ years of experience to join their Aviaiton team This is not a remote position. · Our Fort Lauderdale Aviation team has experienced sustained practice growth. The team ...

  • Insite Managed Solutions

    Guest Support Specialist

    1 week ago

    Insite Managed Solutions Fort Lauderdale, United States

    **Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.** · **, In-Office 1510 SE 17th St 4th floor, Fort Lauderdale, Florida 33316** · **Schedule: Monday through Friday 8:30 am - 5 ...

  • ADP

    Bilingual Benefits Relationship Consultant

    1 week ago

    ADP Fort Lauderdale, United States

    ADP is hiring a** Bilingual Benefits Relationship Life Cycle Consultant (LLC) (English/Spanish) in the Miami or Fort Lauderdale area to manage a book business**.** · - Do you love being in front of a crowd? · - Are you a strategic thinker? · - Do you think benefits are fun? · **W ...

  • Aflac

    Insurance Agent, Training Provided

    3 weeks ago

    Aflac Coral Springs, United States

    This is a truly rewarding business-to-business position that offers one of the strongest · compensation structures in the industry, flexible schedules with no nights, weekends or holidays. · Are you ready to start a sales career where you work for YOU? · We are seeking to bring o ...

  • Grieco Ford of Fort Lauderdale

    service advisor

    3 weeks ago

    Grieco Ford of Fort Lauderdale Fort Lauderdale, United States

    Grieco Ford of Fort Lauderdale · Automotive Service Advisor/Writer Qualifications: · Strong work ethic and attendance · Ability to work efficiently and effectively, with a sense of urgency. · Ability to make every customer feel as they are the most important customer of the ...

  • Grayling Associates

    Executive Recruiter

    3 weeks ago

    Grayling Associates Fort Lauderdale, United States

    Grayling is Hiring MULTIPLE Executive Recruiters: · On-Site- Fort Lauderdale, FL and Bloomfield, CT · *This is not a remote position* · Grayling Associates, Inc., is the leading Financial Services recruiting and consulting firm in the country. Because of the tremendous increase ...

  • Grayling Associates

    Executive Recruiter

    3 weeks ago

    Grayling Associates Fort Lauderdale, United States

    Grayling is Hiring MULTIPLE Executive Recruiters: · On-Site- Fort Lauderdale, FL and Bloomfield, CT · *This is not a remote position* · Grayling Associates, Inc., is the leading Financial Services recruiting and consulting firm in the country. Because of the tremendous increa ...

  • Equitable Advisors LLC

    Financial Professional

    3 weeks ago

    Equitable Advisors LLC Fort Lauderdale, United States

    Job Description - Entry Level – Financial Advisor - FL, Ft Lauderdale PIN_20565) · Entry Level – Financial Advisor - FL, Ft Lauderdale · ( · PIN_20565 · ) · Primary Location · Organization · Description · Equitable Advisors · is a respected wealth management firm with a pro ...

  • Equitable Services

    Entry Level

    6 days ago

    Equitable Services Fort Lauderdale, United States

    Entry Level - Financial Advisor - FL, Ft Lauderdale PIN\_20565 ) · **Primary Location** : UNITED STATES-FL-Fort Lauderdale · **Organization** : Equitable Advisors · **Description** · **Equitable Advisors** is a respected wealth management firm with a proven track record in the in ...

  • Raymond James Financial, Inc.

    Registered Client Service Associate

    1 week ago

    Raymond James Financial, Inc. Fort Lauderdale, United States

    **Description** · **Job Summary** · Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creativ ...

  • Israjets

    Private aviation advisor

    1 week ago

    Israjets Fort Lauderdale, United States

    Who we are: · Israjets: #1 in Private Aviation We're introducing our clients to an innovative and affordable solution for private air travel. With an expert team, comprising flight support experts, sales, and knowledgeable professionals. · Website: · Role Description · This is a ...

  • Y

    Client Manager FL

    1 week ago

    Y Fort Lauderdale, United States

    As a Client Manager, you will be an integral part of our yacht management department, acting as the key contact for Captains, Crew, and Client Offices. With responsibility for your own portfolio of yachts, but supported by an experienced team of maritime specialists, you will coo ...

  • Sound Income Group

    Regional Financial Advisor Recruiter

    3 weeks ago

    Sound Income Group Fort Lauderdale, United States

    Regional Financial Advisor Recruiter · Sound Income Group is an innovative, financial service organization that encompasses (1) first-in-class advisor coaching and marketing (full-service FMO), (2) a thriving SEC-Registered RIA with proprietary SMAs and ETFs, and (3) a national ...

  • Sephora

    Sales and Service Leader

    1 week ago

    Sephora Fort Lauderdale, United States Full time

    Job ID: · 248625 · Store Name/Number: · FL-Ft. Lauderdale (0456) · Address: · 2414 E Sunrise Blvd., Fort Lauderdale, FL 33304, United States (US) · Hourly/Salaried: · Hourly (Non-Exempt) · Full Time/Part Time: · Full Time · Position Type: · Regular · Your Role at Sephora: ...

  • Sound Income Group

    New Business Coach

    2 weeks ago

    Sound Income Group Fort Lauderdale, United States

    Job Description · Job DescriptionDescription:New Business Coach - Fort Lauderdale, FL · Sound Income Group ("SIG") believes there is a fundamental need for independent financial advice across America and investors achieve better outcomes when working with a financial advisor. We ...