What are the responsibilities and job description for the Senior Wealth Advisor position at Mariner?
Company DescriptionMariner is a comprehensive wealth solution provider offering services such as wealth planning, investment advisory, risk management, philanthropy, and more. Our advisors have access to in-house resources to tackle complex wealth challenges of the modern world. Visit mariner.com to learn more about us.Role DescriptionThis is a full-time on-site role for a Senior Wealth Advisor located in the Greater Chicago Area. As a Senior Wealth Advisor, you will be responsible for financial and retirement planning, managing investments, and providing wealth management services to clients on a daily basis.QualificationsFinancial Planning and Retirement Planning skillsExperience in Investments and FinanceWealth Management Services expertiseStrong analytical and problem-solving skillsExcellent communication and interpersonal skillsCertifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are preferredBachelor's degree in Finance, Economics, Business, or related fieldSeniority level Mid-Senior levelEmployment type Full-timeJob function Finance and Sales#J-18808-Ljbffr
