What are the responsibilities and job description for the Financial Planning Expert position at Mariner Advisor Network?
Company Overview
MARINER ADVISOR NETWORK is a trusted partner to Gilbert and Timme, LLC, providing exceptional financial services to our clients. Our commitment to creating an inclusive environment where everyone feels welcome and empowered to succeed is unwavering.
Job Description
As a Financial Advisor at Mariner Advisor Network, you will be responsible for providing outstanding support to our clients, guiding them through solutions, and maintaining their trust in our services. Your focus will be on connecting with clients, understanding their needs, and offering tailored solutions. You will act as the primary point of contact for clients, ensuring they have a seamless and professional experience. You will communicate effectively with internal teams to coordinate and fulfill client requests, provide clients with accurate information on services, policies, and updates, and stay up-to-date with industry trends and regulations to better assist clients.
Key Responsibilities
Qualifications
A minimum of four (4) years of financial industry experience is required, including some financial planning experience. A 4-year Degree and Series 7 License are also necessary. Additional designations such as CFP or other relevant certifications are a plus. A client-first mindset with a passion for providing excellent service is essential, as well as strong communication and interpersonal skills, with the ability to build trust and rapport. Exceptional organizational skills and attention to detail are also required, along with the ability to manage multiple tasks and adapt in a dynamic environment. Previous experience in a client-facing role is preferred but a commitment to service and problem-solving is most important.
MARINER ADVISOR NETWORK is a trusted partner to Gilbert and Timme, LLC, providing exceptional financial services to our clients. Our commitment to creating an inclusive environment where everyone feels welcome and empowered to succeed is unwavering.
Job Description
As a Financial Advisor at Mariner Advisor Network, you will be responsible for providing outstanding support to our clients, guiding them through solutions, and maintaining their trust in our services. Your focus will be on connecting with clients, understanding their needs, and offering tailored solutions. You will act as the primary point of contact for clients, ensuring they have a seamless and professional experience. You will communicate effectively with internal teams to coordinate and fulfill client requests, provide clients with accurate information on services, policies, and updates, and stay up-to-date with industry trends and regulations to better assist clients.
Key Responsibilities
- Act as the primary point of contact for clients, ensuring they have a seamless and professional experience.
- Understand client needs and provide thoughtful, clear, and accurate solutions.
- Communicate effectively with internal teams to coordinate and fulfill client requests.
- Provide clients with accurate information on services, policies, and updates.
- Stay up-to-date with industry trends and regulations to better assist clients.
Qualifications
A minimum of four (4) years of financial industry experience is required, including some financial planning experience. A 4-year Degree and Series 7 License are also necessary. Additional designations such as CFP or other relevant certifications are a plus. A client-first mindset with a passion for providing excellent service is essential, as well as strong communication and interpersonal skills, with the ability to build trust and rapport. Exceptional organizational skills and attention to detail are also required, along with the ability to manage multiple tasks and adapt in a dynamic environment. Previous experience in a client-facing role is preferred but a commitment to service and problem-solving is most important.
