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Financial Planner
1 month ago
Only for registered members Pittsburgh Full timeThe Financial Planner will provide work experience and educational opportunities to build competencies as well as allow time to network to target a role as a full time Financial Advisor on an existing team within 4 years. · The position will be based from one of our Pittsburgh, P ...
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Financial Planner
1 month ago
Only for registered members PittsburghThe Financial Planner will provide work experience and educational opportunities to build competencies as well as allow time to network to target a role as a full time Financial Advisor on an existing team within 4 years. · Support Financial Advisors and Client Specialists in the ...
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Financial Planner
1 month ago
Only for registered members Pittsburgh, PAThe Financial Planner will provide work experience and educational opportunities to build competencies as well as allow time to network to target a role as a full time Financial Advisor on an existing team within 4 years. · ...
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Financial Planner
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Financial Planner
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Senior Financial Planner
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Certified Financial Planner
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Retirement Planner/Financial Advisor
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Retirement Planner/Financial Advisor
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Financial Planning
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Finance Apprentice
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Vice President of Land Acquistions
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Vice President of Land Acquistions
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Financial Consultant- Oakdale, MN
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Maintenance Supervisor
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Only for registered members VeronaThe Maintenance Supervisor is responsible for planning organizing and providing supervision for daily maintenance operations.Maintain a safe work environment by meeting company policies and OSHA regulations Maintain overall equipment reliability Meet daily with production supervi ...
- Only for registered members Pittsburgh, PA
+ Full-Time Registered Nurse to support the newly created Specialty Surgical Unit supporting ENT Surgery, · 8W & GI Surgery, 10N. Takes personal responsibility in improving patient satisfaction with the quality of care and service. · Utilizes research and evidence-based practice ...
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Wealth Management Advisor
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Client Servicing Retirement Planner
4 weeks ago
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Client Servicing Retirement Planner
2 weeks ago
Only for registered members Pittsburgh $100,000 - $125,000 (USD)We are looking for an experienced CSRP who will manage and update every aspect of their client's retirement success. · Specifics · We're looking for an experienced CSRP who will: Own and manage a dedicated book of clients · Lead annual reviews, tax planning meetings, and ongoing ...
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Private Client Relationship Manager
1 month ago
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Senior Financial Planner - Monroeville - Mariner Finance
Description
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 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. With this purpose, we intend to raise the bar for the entire industry.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.
Learn more at. Mariner is committed to, and maintains, a drug-free workplace. For further information, click here .
Job Description
Responsibilities
Work with your 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
Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
Critical in supporting, retaining and building meaningful client relationships
Participate in the sales process in partnership with team to build new client relationships
Actively develop skills in various software programs for investment and financial planning
Qualifications
Bachelor's degree (degrees in finance or related field are a plus)
2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
CFP designation or Series 65 required
Skills & Knowledge
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
Previous experience with high net worth or ultra-high net worth clients/families is preferred
Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
Highly effective interpersonal, relationship management and communication skills
Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities
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.Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $108,000.00/year.
Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience.
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.
Roles may also be eligible for additional compensation and/or benefits.#LI-MK1
EOE M/F/D/V
About the Team
At Mariner, behind every advisor is a team of advisors. And behind that, you'll find the answers to complex questions about taxes, insurance, estate planning, tech and more.
It's how we give advisors access to a new level of support to give their clients access to a new level of advice.
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Financial Planner
Full time Only for registered members Pittsburgh
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Financial Planner
Only for registered members Pittsburgh
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Financial Planner
Only for registered members Pittsburgh, PA
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Financial Planner
Full time Mariner Finance- Canonsburg
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Financial Planner
Only for registered members Pittsburgh, PA
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Senior Financial Planner
Mariner Finance- Pittsburgh
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Certified Financial Planner
Full time Mariner Finance- Coraopolis
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Retirement Planner/Financial Advisor
Only for registered members Pittsburgh
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Retirement Planner/Financial Advisor
Only for registered members Pittsburgh, PA
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Financial Planning
Only for registered members Monroeville
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Finance Apprentice
Only for registered members Trafford
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Vice President of Land Acquistions
Only for registered members West Mifflin
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Vice President of Land Acquistions
Redwood Living Inc- West Mifflin
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Financial Consultant- Oakdale, MN
Fidelity Investments- Oakdale
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Maintenance Supervisor
Only for registered members Verona
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Experienced Registered Nurse - Specialty Surgical Unit, 8W/10N (GI Surgery & ENT)
Only for registered members Pittsburgh, PA
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Wealth Management Advisor
Only for registered members Pittsburgh
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Client Servicing Retirement Planner
Only for registered members Pittsburgh
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Client Servicing Retirement Planner
Only for registered members Pittsburgh
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Private Client Relationship Manager
Full time Only for registered members Pittsburgh