About the job
Mariner Wealth Advisors is hiring a Wealth Advisor for its Columbus, OH office. This role partners with the wealth management team to design and implement financial strategies tailored to each client’s goals and values. The Wealth Advisor builds long-term relationships, helps clients navigate complex financial decisions, and adapts to their changing needs. Success in this position relies on active listening, strong teamwork, and a commitment to ongoing growth.
What you will do
- Collaborate with the advisory team to deliver comprehensive wealth management advice for high net worth clients.
- Create tailored financial plans and investment portfolios, using research and analysis to address client objectives.
- Develop and maintain strong client relationships, responding to inquiries and anticipating future needs.
- Support client requests by working with team members and making use of available resources to ensure accuracy.
- Take part in client acquisition efforts through strategic partnerships and community engagement.
- Engage in ongoing learning and talent development, including mentoring new associate advisors and client service associates.
Requirements
- Bachelor’s degree in finance, business, or a related field.
- Minimum 5 years of relevant experience in financial planning, accounting, legal, or a similar discipline.
- Series 65, CFP, or CFA designation.
Skills and knowledge
- Experience in wealth management, including fee-based consulting, tax strategies, mutual funds, investment management, insurance, and comprehensive financial planning.
- Background serving high net worth or ultra-high net worth clients.
- Familiarity with financial planning and investment software such as eMoney or MoneyGuide Pro.
- Strong interpersonal and communication skills, with a focus on relationship management.
- Ability to mentor and onboard new staff or interns.
- Excellent organizational and time management skills, able to manage multiple priorities.
- Keen attention to detail.
