layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Wealth Advisor
Mariner
Louisville, Kentucky, United States
Source: Mariner careers · View original posting
- Pay
- $85,000 — $130,000 USD per year
Employer job description
From Mariner's posting. “We” and “our” refer to the employer.
As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
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