What are the responsibilities and job description for the Wealth Management Specialist position at Mariner Advisor Network?
Mariner Advisor Network Overview
At MARINER ADVISOR NETWORK, we strive to create a work environment that fosters growth, innovation, and excellence. Our team is dedicated to delivering exceptional financial services to our clients, and we are committed to helping them achieve their goals. As a Financial Advisor, you will play a vital role in this mission, working closely with clients to understand their needs and develop tailored solutions to meet those needs.
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.
Benefits and Opportunities
At MARINER ADVISOR NETWORK, we offer comprehensive training and resources to help our Financial Advisors excel in their roles. We also provide excellent career growth opportunities and a competitive compensation and benefit package. As a member of our team, you will have the opportunity to work in a dynamic and supportive environment, surrounded by experienced professionals who share your passion for delivering exceptional financial services. Whether you are just starting your career or looking to take your skills to the next level, we invite you to join our team and become a part of our success story.
At MARINER ADVISOR NETWORK, we strive to create a work environment that fosters growth, innovation, and excellence. Our team is dedicated to delivering exceptional financial services to our clients, and we are committed to helping them achieve their goals. As a Financial Advisor, you will play a vital role in this mission, working closely with clients to understand their needs and develop tailored solutions to meet those needs.
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.
Benefits and Opportunities
At MARINER ADVISOR NETWORK, we offer comprehensive training and resources to help our Financial Advisors excel in their roles. We also provide excellent career growth opportunities and a competitive compensation and benefit package. As a member of our team, you will have the opportunity to work in a dynamic and supportive environment, surrounded by experienced professionals who share your passion for delivering exceptional financial services. Whether you are just starting your career or looking to take your skills to the next level, we invite you to join our team and become a part of our success story.
