Investment Advisor (Hiring Immediately)
Company: Mariner Finance
Location: Staten Island
Posted on: March 1, 2026
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Job Description:
About Us Mariner is a privately held national financial services
firm equipped with the experience to meet your modern wealth needs.
Our advisors have access to in-house expertise covering everything
from tax, estate, trust, and insurance to investment banking and
valuation, so they can maximize time spent creating unified wealth
plans with clients. By opening more windows of wealth, we can
create opportunities to positively impact the lives of many. With
this purpose, we intend to raise the bar for the entire industry.
Founded in 2006 with $300 million in assets under advisement,
Mariner and its affiliates now advise on over $560 billion in
assets as of 1/3/25. Figures include assets from Cardinal
Investment Advisors, currently undergoing acquisition by Mariner
Institutional and slated to operationally close by 3/31/2025. Learn
more at www.mariner.com . Mariner is committed to, and maintains, a
drug-free workplace. For further information, click here . Job
Description The senior wealth advisor position at Mariner will lead
a wealth management team to create comprehensive wealth plans that
include a coordinated financial strategy that aligns with each
client's goals and values. The successful senior wealth advisor
will be an experienced planner, thoughtful listener, have a strong
team mentality and be driven to grow professionally and personally.
Responsibilities Responsible for client relationship cultivation
and retention, inspiring confidence through demonstrated expertise
and meeting ongoing client needs Lead client meetings at all phases
of the wealth planning cycle to identify complex issues and offer
creative solutions to help clients achieve their goals Collaborate
with a wealth advisor team to prepare and provide comprehensive
wealth management advice to high-net-worth clients through
thoughtful, comprehensive wealth management and customized
investment portfolios Participate in building new client
relationships in collaboration with strategic partners Commitment
to advanced continuing education and team development at all levels
Train and mentor associates across the wealth advisory team
Qualifications Bachelor's degree required 10 years' experience
working in a financial planning, accounting, legal or other
organization that provides relevant experience Series 65, CFP or
CFA required Skills and Knowledge Wealth management experience with
fee-based consulting, tax, mutual funds, money manager programs,
insurance and financial planning Depth of experience working with
high net worth or ultra-high net worth clients Mastery of various
financial planning and investment software products (eMoney,
MoneyGuide Pro) Highly effective interpersonal, relationship
management, and communication skills Demonstrated talent
development experience, as well as training and mentoring new staff
Excellent organizational and time management skills in a high
energy environment to manage multiple priorities Strong attention
to detail Note: All Senior Wealth Advisors must have a clean U4
with no disclosures. We welcome your interest in being a part of
our firm. We believe in giving associates progressive
opportunities, actively nurturing professional growth and giving
back to the community. We are dedicated to building a diverse
culture where everyone has the support they need to achieve their
career goals. We offer an innovative workplace and a culture that
fosters camaraderie, teamwork and work-life balance. LI-TH1 EOE
M/F/D/V About the Team At Mariner, behind every advisor is a team
of advisors. And behind that, you?ll find the answers to complex
questions about taxes, insurance, estate planning, tech and more.
It?s how we give advisors access to a new level of support to give
their clients access to a new level of advice.
Keywords: Mariner Finance, Yonkers , Investment Advisor (Hiring Immediately), Accounting, Auditing , Staten Island, New York
