Wealth Strategist, Practice Management

The Wealth Strategist roleon the Practice Management teamat Mariner Wealth Advisors is an ideal position for a wealth management professional looking to join a firm that has been ranked in the top five RIAs by Barron’s for the last six years. As a thought leader for our firm and a strategist and coach to our wealth advisors, you will help our advisors to successfully grow and scale their businesses. You will also help develop training to ensure advisory teams utilize our deep resources to deliver an exceptional client experience.

Mariner Wealth Advisors is a national wealth 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.

POSITION RESPONSIBILITIES:

• Build and deliver training to advisors and wealth teams nationwide to ensure more extensive understanding of advanced planning topics
• Consult with advisors to demonstrate their value to prospects and clients by leveraging technology to model scenarios and planning strategies pertaining to tax and estate planning-related topics
• Provide strategic coaching and consulting to advisors that is aligned with their top growth goals
• Periodically join advisors in meetings with clients and prospects to present advanced planning strategies
• Support Practice Management’s ongoing training and development activity through the preparation of presentations and webinars
• Be a go-to-resource for a broad range of questions pertaining to various aspects of advanced planning and provide support as needed to address incoming advisor requests
• Help advisors to demonstrate their value to prospects and clients by leveraging technology to advanced planning scenarios
• Support Practice Management’s training and development activity through the preparation of collateral materials, presentations, and webinars
• Promote the delivery of comprehensive wealth management including Mariner Investment Banking, National Tax Services, Insurance Resources, Mariner Institutional, and Mariner Trust & Estate Planning
• Help advisors to successfully articulate and implement the service offering for various niche market strategies (i.e., corporate executives, business owners, physicians, etc.)
• Help wealth teams increase efficiency by driving adoption of new technology, advisory solutions and processes

QUALIFICATIONS:

• Minimum 7-10 years industry experience
• Intellectual curiosity; Demonstrate a passion for ongoing learning
• Openness to new ideas and new ways of doing things
• Excellent written and verbal communication
• Detail-oriented with the ability to multi-task and meet deadlines
• Ability to change direction quickly while remaining focused and productive
• Collaborative; cultivates strong authentic relationships inside and outside the group; willingness and desire to work across organizational silos
• Strong proficiency in Microsoft Excel and PowerPoint
• At least one of the following is required: CPA, EA, JD, CFP®
• Proficiency in eMoney is highly desirable, Experience with Nitrogen (Riskalyze), Holistiplan, Vanilla is desired

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.

Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $140,000/year to $170,000/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.

EOE/M-F/D/V

Originally posted on Himalayas

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