Senior Wealth Advisor
MarinerCalifornia, United States
Posted March 3, 2025
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
Mariner is seeking a Senior Wealth Advisor to lead a team of advisors and create comprehensive wealth plans for high-net-worth clients. The role involves client relationship management, financial planning, and providing customized investment portfolios, along with team leadership and professional development. The company values growth, innovation, and a diverse, supportive work environment.
Requirements
- Bachelor’s degree required
- Series 65, CFP or CFA required
- Experience in financial planning, accounting, legal, or related organizations
- Experience with fee-based consulting, tax, mutual funds, and insurance
- Knowledge of wealth management, investment software (MoneyGuide Pro)
- Effective interpersonal and relationship management skills
Benefits
- Innovative workplace
- Cradles professional growth opportunities
- Community support