Wealth Advisor
Mariner · New York, NY · 6 days ago
On-siteFinance$120k–$145k/yrFull-time
Responsibilities
- Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
- Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
- Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
- Effectively work with your team and available resources in support of our clients, executing client requests and updating information
- Actively participate in obtaining new clients in partnership with strategic relationships and community networks
Qualifications
- Bachelor’s degree required
- 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience
- Series 65, CFP or CFA required