11 Senior Wealth Advisor Jobs in El Segundo, CA
SORT BY
C
R
C
M
S
M
C
C
R
R
R
Senior Wealth Advisor
$95k-132k (estimate)
Full Time | Lending & Credit
2 Days Ago
Mariner is Hiring a Senior Wealth Advisor Near El Segundo, CA
Job DescriptionThe 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.
Responsibilities
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
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 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 $122 billion in assets as of 12/31/23.* Learn more at www.mariner.com .
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
- 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
- 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
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
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 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 $122 billion in assets as of 12/31/23.* Learn more at www.mariner.com .
- AUA includes assets under management and assets under advisement for subsidiaries of Mariner Wealth Advisors, LLC
Job Summary
JOB TYPE
Full Time
INDUSTRY
Lending & Credit
SALARY
$95k-132k (estimate)
POST DATE
07/04/2024
EXPIRATION DATE
07/21/2024
HEADQUARTERS
FLORENCE, SC
SIZE
<25
FOUNDED
2019
CEO
TERESA MCKENZIE
REVENUE
<$5M
INDUSTRY
Lending & Credit
Related Companies
Show more
The job skills required for Senior Wealth Advisor include Wealth Management, Investment Banking, Planning, Financial Services, Client Relationship, CFA, etc. Having related job skills and expertise will give you an advantage when applying to be a Senior Wealth Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Senior Wealth Advisor. Select any job title you are interested in and start to search job requirements.
Show more
Similar Jobs
Popular Articles
Top 10 Things to Avoid Putting on a Job Application
Read Article
How to Describe Your Education in a Resume
Read Article
How to Write a Memorable Cover Letter in 5 Ways
Read Article
4 Personal Finance Tips to Make During Job Transition
Read Article
4 Best Camera Setups for Interview
Read Article
Keeping a Job Search Journal: 9 Types of Journaling You Can Do
Read Article
