What are the responsibilities and job description for the Investment Advisor Professional position at Mariner Advisor Network?
Personalized Client Solutions
As a Financial Advisor at Mariner Advisor Network, you will be responsible for providing personalized client solutions that meet the unique needs and goals of each client. You will work closely with clients to understand their financial objectives and develop tailored solutions to meet those objectives. Your expertise will be focused on helping clients make informed decisions about their finances, and you will be responsible for providing accurate and timely information on investments, financial products, and other financial services.
Responsibilities and Expectations
As a Financial Advisor, your responsibilities will include acting as the primary point of contact for clients, communicating effectively with internal teams, and staying up-to-date with industry trends and regulations. You will also be responsible for providing clients with accurate information on services, policies, and updates, and for building trust and rapport with clients. We expect our Financial Advisors to possess strong communication and interpersonal skills, as well as a client-first mindset and a passion for providing excellent service. In addition, we require a minimum of four (4) years of financial industry experience, including some financial planning experience, and a 4-year Degree and Series 7 License. Additional designations such as CFP or other relevant certifications are a plus.
As a Financial Advisor at Mariner Advisor Network, you will be responsible for providing personalized client solutions that meet the unique needs and goals of each client. You will work closely with clients to understand their financial objectives and develop tailored solutions to meet those objectives. Your expertise will be focused on helping clients make informed decisions about their finances, and you will be responsible for providing accurate and timely information on investments, financial products, and other financial services.
Responsibilities and Expectations
As a Financial Advisor, your responsibilities will include acting as the primary point of contact for clients, communicating effectively with internal teams, and staying up-to-date with industry trends and regulations. You will also be responsible for providing clients with accurate information on services, policies, and updates, and for building trust and rapport with clients. We expect our Financial Advisors to possess strong communication and interpersonal skills, as well as a client-first mindset and a passion for providing excellent service. In addition, we require a minimum of four (4) years of financial industry experience, including some financial planning experience, and a 4-year Degree and Series 7 License. Additional designations such as CFP or other relevant certifications are a plus.
