Jobs
>
San Jose

    Senior Wealth Advisor - San Jose, United States - Mariner

    Mariner
    Mariner San Jose, United States

    3 weeks ago

    Default job background
    Description


    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 where they work and has the support needed to meet their career goals.

    The senior wealth advisor

    position at

    Mariner

    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.

    Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needsLead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goalsCollaborate 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 portfoliosParticipate in building new client relationships in collaboration with strategic partnersCommitment to advanced continuing education and team development at all levelsTrain and mentor associates across the wealth advisory team

    Bachelor's degree required10+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experienceSeries 65, CFP or CFA requiredSkills and KnowledgeWealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planningDepth of experience working with high net worth or ultra-high net worth clientsMastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)

    Highly effective interpersonal, relationship management, and communication skillsDemonstrated talent development experience, as well as training and mentoring new staffExcellent organizational and time management skills in a high energy environment to manage multiple prioritiesStrong attention to detailNote:

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

    Mariner 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#LI-AB1

    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

    Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries.

    Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner.

    For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity's Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website ().

    Registration of an investment adviser does not imply a certain level of skill or training.
    #J-18808-Ljbffr
  • Beacon Pointe

    Associate Wealth Advisor

    1 week ago

    Beacon Pointe San Jose, United States

    We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our San Jose, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. T ...

  • Beacon Pointe Advisors LLC

    Associate Wealth Advisor

    2 weeks ago

    Beacon Pointe Advisors LLC San Francisco, United States Permanent

    Job DescriptionWe are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our San Jose, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of cl ...

  • PGA TOUR Superstore

    Wealth Advisor

    5 days ago

    PGA TOUR Superstore Cupertino, United States

    Join a team that values your ambition and empowers your growth · At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communit ...

  • Beacon Pointe Advisors LLC

    Associate Wealth Advisor

    1 week ago

    Beacon Pointe Advisors LLC San Jose, CA, United States

    Job Description · We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our San Jose, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of ...

  • HighTower Advisors

    Wealth Advisor

    4 weeks ago

    HighTower Advisors San Ramon, United States

    The Firm · Founded in 1994, Frontier is a wealth management firm dedicated to building relationships and enriching lives through comprehensive wealth management. Our life-centered approach provides our clients with a roadmap to help them live their best life possible. The Fronti ...

  • HighTower Advisors

    Wealth Advisor

    1 week ago

    HighTower Advisors San Ramon, United States

    The Firm · Founded in 1994, Frontier is a wealth management firm dedicated to building relationships and enriching lives through comprehensive wealth management. Our life-centered approach provides our clients with a roadmap to help them live their best life possible. The Fronti ...

  • TalentLink Solutions

    Wealth Advisor

    1 week ago

    TalentLink Solutions Redwood City, United States

    We are an independent, fee-only wealth management firm located in the heart of Redwood City. We approach our client relationships truly holistically, designing and implementing innovative, proactive strategies to address complex financial problems. We also feel that many clients ...

  • The Judson Group

    Senior Wealth Advisor

    3 weeks ago

    The Judson Group Redwood City, United States

    Reference Number: HRJ7405Location: Redwood City, CaliforniaJudson Group has been retained by a growing independently held RIA in the search for a · Senior Wealth · Advisor . This individual over time will join an established team and begin to take over existing client relations ...

  • HighTower Advisors

    Associate Wealth Advisor

    1 week ago

    HighTower Advisors San Ramon, United States

    Your Future Team · Founded in 1994, Frontier is an industry-leading wealth management firm dedicated to building relationships and enriching lives through comprehensive wealth management. Our life-centered approach provides our clients with a roadmap to living their best life pos ...

  • The Judson Group

    Lead Wealth Advisor

    1 week ago

    The Judson Group Redwood City, United States

    Reference Number: HRJ7340 · Location: Redwood City, California · Judson Group has been retained by a growing independently held RIA in the search for a · Lead Wealth · Advisor . This individual over time will join an established team and begin to take over existing client relat ...

  • The Judson Group

    Senior Wealth Advisor

    6 days ago

    The Judson Group Redwood City, United States

    Reference Number: HRJ7405 · Location: Redwood City, California · Judson Group has been retained by a growing independently held RIA in the search for a · Senior Wealth · Advisor . This individual over time will join an established team and begin to take over existing client rel ...

  • HighTower Advisors

    Associate Wealth Advisor

    4 weeks ago

    HighTower Advisors San Ramon, United States

    Your Future Team · Founded in 1994, Frontier is an industry-leading wealth management firm dedicated to building relationships and enriching lives through comprehensive wealth management. Our life-centered approach provides our clients with a roadmap to living their best life po ...

  • U.S. Bank

    Wealth Management Advisor- Davis, CA

    1 month ago

    U.S. Bank Palo Alto, United States Paid Work

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...

  • Bank of America

    Advisor Development Program

    4 days ago

    Bank of America San Jose, United States Full time

    Description · : As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. ...

  • Bank of America

    Merrill Team Financial Advisor

    2 days ago

    Bank of America San Jose, United States

    Merrill Team Financial Advisor page is loaded · Merrill Team Financial Advisor · Apply · locations · San Jose · Brea · time type · Full time · posted on · Posted Yesterday · job requisition id · Job Description: · Merrill Wealth Management is a leading provider of comp ...

  • New York Life Insurance Company - Santa Clara General Office

    Personal Financial Professional

    3 weeks ago

    New York Life Insurance Company - Santa Clara General Office San Jose, United States

    Job Description · Job DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients ac ...

  • New York Life Insurance Company

    Financial Rep

    5 days ago

    New York Life Insurance Company San Jose, United States

    We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variet ...

  • Strategic Staffing Solutions

    Brokerage Client Assistant

    3 weeks ago

    Strategic Staffing Solutions San Jose, United States

    Client Services RepresentativeSan Jose, CA 100% onsite3 -6 monthsW2 Rate - $26/hr Start Date June 17Requirements: 2+ years of Brokerage and Client Services support experience, or administrative support within banking/financial or credit card Ideal candidates will have a backgroun ...

  • Morganstanley

    Avp Associate Private Banker

    1 week ago

    Morganstanley San Jose, United States

    Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients ...

  • Morgan Stanley

    AVP Associate Private Banker

    1 day ago

    Morgan Stanley San Jose, United States

    Morgan Stanley (MS) is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients inc ...