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Job Overview
Employment Type
Full-time
Work Schedule
Standard Hours
Benefits
Progressive opportunities
professional growth
Community involvement
Innovative workplace
teamwork culture
Work-life balance
Diverse Culture
Job Description
Mariner Wealth Advisors is a distinguished wealth management firm dedicated to helping clients achieve their financial goals through a blend of expertise, personalized service, and innovative solutions. As a company committed to excellence and client satisfaction, Mariner Wealth Advisors has earned a reputation for delivering comprehensive financial planning and investment management services tailored to the unique needs of each client. The firm operates within a collaborative and supportive environment that emphasizes professional growth, diversity, and a strong commitment to community involvement. Mariner Wealth Advisors values associates who are passionate about making meaningful impacts through their work and are eager to... Show More
Job Requirements
- High school diploma required
- financial services experience or applicable internship experience
- strong PC proficiency with MS Office Suite and CRM (Salesforce, Redtail, etc.)
- positive attitude toward client relations
- demonstrated ability to manage multiple tasks and maintain attention to detail
- strong verbal and written communication skills
- highly organized with strong analytical skills
- able to work in a team environment
Job Qualifications
- High school diploma required
- bachelors degree preferred
- financial services experience or applicable internship experience
- wealth management experience a plus
- strong PC proficiency with MS Office Suite and CRM (Salesforce, Redtail, etc.)
- experience with eMoney a plus
- positive attitude toward client relations
- demonstrated ability to manage multiple tasks and 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
- perform other duties as assigned
Job Criteria
Experience
Entry Level (1-2 years)
Job Location
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