Hiring: Wealth Advisor Company: Mariner Location: Louisville, KY Job Posted Time: 2026-09-11 14:27:37 Target Skills & Keywords : CFA, CFP, Financial Planning, Wealth Management About the job Experience: •5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience Required Skills: •Interface directly 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 Qualifications: •Bachelor’s degree required •Series 65, CFP or CFA required •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 •Note: All Wealth Advisors must have a clean U4 with no disclosures. •By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice. Compensation: •$85,000 - $130,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!