Wealth Advisor
MarinerLos Altos, California, United States
Posted October 20, 2025
70200 - 125000 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
We are seeking a Wealth Advisor to work directly with clients to create comprehensive financial plans. This role focuses on partnership, financial strategy, and client development. The ideal candidate will be a thoughtful listener with a strong team mentality and drive to grow professionally and personally.
Requirements
- Bachelor’s degree required
- 5+ years’ experience working in a financial planning, accounting, legal, or other relevant organization
- Series 65, CFP, or CFA required
- Client relationship management and interpersonal skills
- Excellent organizational and time management skills
- Clean U4 clearance
Benefits
- Competitive salary
- Opportunities for professional growth
- Innovative workplace
- Cemaderie, teamwork, and work-life balance