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Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $14.00 - $19.50
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Professional development opportunities
team environment
Work-life balance
Job Description
Mariner Wealth Advisors is a well-established and respected financial services firm dedicated to providing comprehensive wealth management solutions to a diverse clientele. Known for its client-centric approach, Mariner Wealth Advisors prides itself on delivering personalized financial strategies, exceptional client service, and expert guidance to help clients achieve their long-term financial goals. The firm fosters a culture of professionalism, integrity, and collaboration, which is reflected in their commitment to excellence and their supportive work environment. As a growing organization, Mariner Wealth Advisors continuously seeks talented and motivated individuals to join their team and contribute to their mission of empowering clients through... Show More
Job Requirements
- High school diploma
- financial services experience or internship
- proficiency with MS Office and CRM software
- strong attention to detail
- excellent communication skills
- ability to multitask
- professionalism and positive attitude
Job Qualifications
- High school diploma required
- bachelor’s degree preferred
- financial services experience or applicable internship experience
- wealth management experience a plus
- strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
- experience with eMoney a plus
- positive attitude toward client relations to provide exceptional, proactive client service
- demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
- strong verbal and written communication skills
- highly organized with strong analytical skills
- able to work in a team environment
Job Duties
- Build and maintain client relationships aimed at client retention
- manage new client implementation process
- coordinate and direct client activities with other team members and assist as necessary
- maintain client paper files and electronic data files in a timely manner
- compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
- responsible for the day-to-day administrative duties of the office, including coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
- understand the client’s overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
- review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
- attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management
- perform other duties as assigned
Job Criteria
Experience
Entry Level (1-2 years)
Job Location
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