Mariner · 1 day ago
Wealth Advisor
Highlands Ranch, CO
Full-time
Onsite
Mid, Senior Level
$70K/yr - $125K/yr
5+ years expMariner is a privately held national financial services firm that seeks a Wealth Advisor to work with their wealth management team. The role involves creating comprehensive wealth plans and providing tailored financial advice to high net worth clients while fostering strong client relationships and mentoring junior team members.
ConsultingFinancial ServicesRisk Management
Responsibilities
Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
Effectively work with your team and available resources in support of our clients, executing client requests and updating information
Active participant in obtaining new clients in partnership with strategic relationships and community networks
Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates
Qualification
Required
Bachelor's degree required
5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience
Series 65, CFP or CFA required
All Wealth Advisors must have a clean U4 with no disclosures
Preferred
Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
Previous experience 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, training new staff, mentoring interns, etc
Excellent organizational and time management skills in a high energy environment to manage multiple priorities
Strong attention to detail
Company
Mariner
Your wealth plan shouldn’t sit still. Neither do we.
1001-5000 employees
H1B Sponsorship
Mariner has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$75MKey Investors
Neuberger BermanPenfund
2024-10-29Private Equity
2022-01-06Debt Financing· $75M
Leadership Team
Marty Bicknell
Founder & CEO
F
Faith Xenos
Director and Senior Wealth Advisor
Recent News
Morningstar.com
2025-08-26
2025-05-02
2025-04-30
Company data provided by crunchbase