AI summary
Associate Financial Planner (Associate Wealth Advisor) supporting a wealth management team to build comprehensive financial plans and portfolios for high net worth clients at Mariner. You'll research client solutions, help retain and grow client relationships, and contribute to the sales process. Standout perk: progressive opportunities with a focus on professional growth and community giving.
Key skills
Financial planningWealth management advice for high net worth clientsPortfolio research and analysisClient relationship managementSales process supporteMoneyMoneyGuideProUnderstanding of fee-based consulting, mutual funds, insuranceBachelor's degree
Salary not listed — comparable New York associate financial planner/wealth advisor roles typically pay around $70k–$100k base, often with bonus potential.
You'll thrive here if you’re a thoughtful listener with a strong team mentality who wants to grow professionally while supporting high net worth clients with tailored wealth plans.
Why apply
- Progressive opportunities for associates
- Active professional growth nurturing
- Commitment to community giving
As an associate 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. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Work with your 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
Critical in supporting, retaining and building meaningful client relationships
Participate in the sales process in partnership with team to build new client relationships
Actively develop skills in various software programs for investment and financial planning
Bachelor’s degree (degrees in finance or related field are a plus)
2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
Previous experience with high net worth or ultra-high net worth clients/families is preferred
Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
Work with your 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
Critical in supporting, retaining and building meaningful client relationships
Participate in the sales process in partnership with team to build new client relationships
Actively develop skills in various software programs for investment and financial planning
Bachelor’s degree (degrees in finance or related field are a plus)
2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
Previous experience with high net worth or ultra-high net worth clients/families is preferred
Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.