AmarilloRecruiter Since 2001
the smart solution for Amarillo jobs

Wealth Advisor

Company: Mariner Wealth Advisors
Location: Amarillo
Posted on: November 29, 2019

Job Description:

Mariner Wealth Advisors is a national registered investment advisory firm. Our mission is to help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come. Simply put, we exist to be advocates. We believe everyone can benefit from professional advice and, as our clients' advocate, we help them make informed financial decisions so they can live a fulfilling life. As a result of recent growth, we are hiring a Wealth Advisor to join our office in Amarillo, TX. The Wealth Advisor will assist the Senior Wealth Advisor to provide comprehensive wealth management advice to clients. Relying on financial planning knowledge, the Wealth Advisor will assist in the creation of financial plans and investment proposals.
Responsibilities

  • Prepare customized comprehensive financial plans and portfolios
  • Assist Senior Wealth Manager to provide comprehensive wealth management advice to high net worth clients
  • Work with other departments to ensure accuracy of client information
  • Assist in retaining and building client relationships
    Qualifications
    • 5+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
    • Bachelor's degree (degrees in finance or related field are a plus)
    • Strong understanding of Wealth Management including fee-based consulting, mutual funds, money manager programs, insurance, annuities, and financial planning
    • Previous experience with high net worth or ultra-high net worth clients/families is preferred
    • Strong understanding of the financial services industry and financial consulting responsibilities
    • Excellent administrative and organizational skills
    • A positive attitude and high energy level
    • Ability to handle multiple tasks and priorities
    • Demonstrated presentation, analytical, interpersonal, relationship management, written, and verbal skills
    • CFP designation is a plus (or currently working towards completion)
      We welcome your interest in being a part of the Mariner Wealth Advisors team. We offer our associates an innovative and challenging place to work with camaraderie and teamwork. We are a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition. EOE M/F/D/V

Keywords: Mariner Wealth Advisors, Amarillo , Wealth Advisor, Other , Amarillo, Texas

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Part Time Event Specialist
Description: Part Time Event Specialist Are you outgoing and enjoy interacting with people If promoting brand awareness through product demonstration sounds appealing, then our Part Time Job is the right fit for (more...)
Company: Advantage Solutions
Location: Amarillo
Posted on: 12/7/2019

Mechanics - Technicians - Mac Tools Auto Route + Training
Description: Build a Great Career and a Quality Life with Mac Tools. Feel the freedom and independence of working on your own, in a stress free environment with no one to answer to, except yourself Join the family (more...)
Company: Mac Tools
Location: Amarillo
Posted on: 12/7/2019

PGY1/PGY2 Pharmacotherapy Residency (Amarillo & Lubbock, TX)
Description: Texas Tech University Health Sciences Center TTUHSC Jerry H. Hodge School of Pharmacy offers the ASHP-accredited PGY1 PGY2 Combined PGY1 Pharmacy PGY2 Pharmacotherapy 24 months at the following (more...)
Company: Texas Tech University Health Sciences Center Jerry
Location: Amarillo
Posted on: 12/6/2019


Class A CDL Truck Driver - Up to .51 CPM!
Description: WHY JOIN NCI Because Our Drivers Say So Company Pay amp Benefits Pay You Can Bank On 70,000 per year Our newest increase has drivers starting up to 51 CPM and earning 70,000
Company: National Carriers Inc.
Location: Amarillo
Posted on: 12/6/2019

Chiropractor
Description: Chiropractor DC Needed in Amarillo, Texas We are currently seeking a full-time Chiropractor DC to join a growing practice in Amarillo,
Company: Healthcare Recruitment Counselors
Location: Amarillo
Posted on: 12/7/2019

Want A Quick $300 Today?
Description: 1 Enter Email 2
Company: Part-Time-Cash
Location: Amarillo
Posted on: 12/6/2019

CDL A Truck Driver | OTR East
Description: Required Class A CDL and 6 months recent tractor-trailer experience Average Miles:
Company: Heartland Express
Location: Amarillo
Posted on: 12/6/2019

Online English Teacher
Description: Work-from-Home Online Teaching Opportunity Control your days, work remotely, AND change lives Teach English online to kids in China ages 6 to 10 with EF Education First, the world's largest private (more...)
Company: Education First
Location: Amarillo
Posted on: 12/6/2019

Get New Roofing Work Today - Preview Leads In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: Amarillo
Posted on: 12/7/2019

Bid On Local Painting Jobs - Reach New Customers In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: Amarillo
Posted on: 12/7/2019

Log In or Create An Account

Get the latest Texas jobs by following @recnetTX on Twitter!

Amarillo RSS job feeds