Wealth Advisor
MarinerLittle Rock, Arkansas, United States
Posted October 14, 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
As a Wealth Advisor, you will build comprehensive financial plans for clients, managing a team, and serving high net worth individuals. The role requires a thoughtful listener, strong team collaboration skills, and a proactive approach to client needs. You will contribute to both professional and personal growth, and work closely with a support staff to execute client requests and update information.
Requirements
- Bachelor’s degree required
- 5+ years’ experience in financial planning, accounting, or related field
- Series 65, CFP, or CFA required
- Proven experience with wealth management, tax, mutual funds, and financial planning
- Ability to build and maintain client relationships
- Commitment to continuous learning and development
Benefits
- Innovative workplace
- Community-focused
- Career development
- Incentive program eligibility