Associate Wealth Advisor
MarinerCollege Station, Texas, United States
Posted October 27, 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
This Associate Wealth Advisor role involves providing comprehensive wealth management advice to high net worth clients. The role focuses on developing financial strategies aligned with client goals, maintaining client relationships, and participating in the sales process. It’s a collaborative position requiring a strong team ethic.
Requirements
- Work with wealth advisor team to provide comprehensive wealth management advice.
- Prepare customized financial plans.
- Develop client relationships.
- Participate in sales and build new client relationships.
- Develop financial planning skills.
Benefits
- Innovative workplace
- Cultures of camaraderie, teamwork, and work-life balance
- Professional growth opportunities
