Associate Wealth Advisor (Hybrid)

Wealth Advisor(Hybrid) - Full Time

One of our prestigious clients in the financial services and wealth management industry is a privately held national firm founded in 2006. With a broad U.S. footprint, the organization and its affiliates advise on over $560B in assets, supporting high-net-worth clients through comprehensive, integrated wealth solutions.

Why join this team?

• Competitive pay with a base salary range of $63,000– $108,000 annually
• Eligibility for incentive-based compensation programs
• Innovative, collaborative workplace with strong work-life balance
• Ongoing professional development, training, and growth opportunities
• Inclusive culture committed to diversity and community engagement

Requirements

• Bachelor’s degree
• 2+ years of experience in financial planning, accounting, legal, or related professional services
• Series 65 or CFP required

What you’ll do

• Collaborate with Wealth Advisors to deliver comprehensive wealth management advice to high-net-worth clients
• Prepare customized financial plans and portfolios through research and solution analysis
• Support client needs by executing requests, updating records, and following up on open items
• Help retain and grow meaningful client relationships through ongoing support and engagement
• Partner with the team during the sales process to develop new client relationships
• Build proficiency in investment and financial planning software tools

Apply now to join a collaborative wealth management team committed to delivering exceptional client outcomes.

Pay: $63,000.00 - $108,000.00 per year

Application Question(s):

• Do you consent to Quality Talent Group collecting your application information and submitting it on your behalf to our client, Mariner? Your data will be handled securely and used only for recruitment purposes. You may request access to or deletion of your data at any time by contacting us at support@qualitytalentgroup.com

Options:
(1) Yes, I consent
(2) No, I do not consent

• Could you please provide your alternative email address?
• Are you currently bound to any employment agreements or restrictive covenants? (Example: Non-Compete Agreement, Non-Solicit Agreement, Third-Party Referral Participation (WAS, SAN)

( Yes / No )

• Do you have any relatives employed by Mariner?

( Yes / No )

• Are you willing to relocate for this position?
• What are your salary expectations?
• Please specify your gender: Male, Female, Prefer not to say
• How would you describe your ethnicity?
• Are you currently legally authorized to work in the United States?

1) Yes, and I will not require sponsorship for employment visa status now or in the future.
2) Yes, but I will require sponsorship for an employment visa status in the future
3) No, and I will require sponsorship for an employment visa status in the future

Work Location: On the road