Wealth Advisor
MarinerCalifornia, 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
This Wealth Advisor position involves providing comprehensive wealth plans and financial strategies to high-net-worth clients. The role requires strong team leadership, client relationship management, and continuous professional development. The firm values growth and mentorship within a diverse, collaborative work environment.
Requirements
- Bachelor’s degree required
- Series 65, CFP or CFA required
- 5+ years' experience in financial planning, accounting, or other relevant field
Benefits
- Innovative workplace
- Fosters camaraderie, teamwork, and work-life balance