Associate Wealth Advisor
MarinerMinnesota, United States
Posted September 29, 2025
63000 - 108000 USD year
Full Time
About the Company
Mariner was a technology firm based in Charlotte, NC from 1998 to 2022, offering custom business applications and data analytics solutions across various industries. The company pivoted to AI-based computer vision products later in its lifespan, focusing on improving manufacturing quality through predictive maintenance and visual inspection technologies. Mariner's reputation for integrity and professionalism attracted talented employees who delivered high-value solutions to loyal customers.
Job Description
As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive financial plans and strategies. The role focuses on building strong client relationships and providing comprehensive financial advice, contributing to client goal achievement and growth.
Requirements
- Bachelor’s degree in finance or related field (preferred)
- 2+ years of experience in financial planning, accounting, law, or related organizations
- CFP designation or Series 65 required
- Strong interpersonal, relationship management and communication skills
- Attention to detail and excellent organizational skills
Benefits
- Innovative workplace
- Strong camaraderie and teamwork
- Work-life balance
- Industry-recognized compensation
- Opportunities for professional growth