Senior Financial Planner - Monroeville - Mariner Finance

    Mariner Finance
    Mariner Finance Monroeville

    5 days ago

    Description
    About Us
    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. 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.


  • Only for registered members Pittsburgh Full time

    The 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 ...

  • Only for registered members Pittsburgh

    The 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 ...

  • Only for registered members Pittsburgh, PA

    The 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. · ...

  • Mariner Finance Canonsburg Full time

    About Us · 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 ...

  • Only for registered members Pittsburgh, PA

    Northwestern Mutual is thriving and growing its team of Financial Advisors to meet the demand for financial planning during economic downturns. A new Financial Advisor typically has an entrepreneurial spirit, a history of success in business development or sales, strong self-moti ...

  • Mariner Finance Pittsburgh

    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.. · ...

  • Mariner Finance Coraopolis Full time

    About Us · 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 ...

  • Only for registered members Pittsburgh

    We know the challenges you face to make it in the financial industry.We provide you with ALL of your leads from our TV & Radio Shows · Seminars and Digital channels. · Our services model combines our internal attorneys, CPAs and you, all under one roof. · ...

  • Only for registered members Pittsburgh, PA

    We are looking for an experienced financial retirement planner for our locations in the Pittsburgh region. We provide you with all your pre-qualified leads and offer a generous compensation package. · ...

  • Only for registered members Monroeville $61,000 - $250,000 (USD)

    We combine the expertise of our financial professionals with a personalized digital experience · Becoming a Financial Advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. · ...

  • Only for registered members Trafford

    +Job summary · You will report to the Finance Manager, working closely with the friendly finance team to support day-to-day financial operations. · +ResponsibilitiesAssist with processing invoices, · Support accounts payable and accounts receivable tasks, · ...

  • Only for registered members West Mifflin

    Job summary · At Redwood Living, Inc. we believe our success is driven by the people who power us. · We are proud to be a multi-state employer with a growing team of over 650 employees committed to building neighborhoods and careers that thrive.We foster a culture rooted in integ ...

  • Redwood Living Inc West Mifflin

    At Redwood Living, Inc. we believe our success is driven by the people who power us. We are proud to be a multi-state employer with a growing team of over 650 employees committed to building neighborhoods and careers that thrive. · ...

  • Fidelity Investments Oakdale

    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and insti ...

  • Only for registered members Verona

    The 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 ...

  • Only for registered members Pittsburgh $61,000 - $250,000 (USD)

    This is an opportunity to start a business where you can help your clients achieve their goals through financial planning. You will grow your client base by making new connections and providing great client experiences. · Grow your client base by making new connections and maint ...

  • Only for registered members Pittsburgh

    We're here to change that — not just for retirees, but for the Client Servicing Retirement Planners (CSRP) we hire. · This role is unique because unlike most financial advisor positions, the primary function and responsibility of this person is not sales. · ...

  • 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 ...

  • Only for registered members Pittsburgh Full time

    At Citizens, our mission is to help clients and colleagues reach their potential. We create a culture of continuous coaching and professional development. · ...

Jobs
>
Senior financial planner
>
Jobs for Senior financial planner in Monroeville