Lead Financial Advisor - Littleton - Mariner Finance

    Mariner Finance
    Mariner Finance Littleton

    3 days ago

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

    About Mariner Finance


    Mariner is a national financial services firm with expertise in wealth management. Our advisors work closely with clients to create customized plans and portfolios, providing access to various resources for investment and planning.


    The responsibilities of this role include working with the wealth advisor team to provide comprehensive advice, preparing financial plans and portfolios through research and analysis, executing client requests, updating information, following up on open items.



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