Senior Wealth Advisor Job Description

What is a Financial Advisor?

Financial advisor is the broadest of the terms. The phrase can describe anyone who advises you on a financial plan. Financial advisors are incentivized to suggest certain investments for commission.

Understand which type of financial advisor you are looking for first. A good amount of people in the generation don't know what financial advisors do. Financial planners and investment advisors are the two most common types of financial advisors.

Investment advisors include a range of financial professionals. A registered investment advisor has a fiduciary responsibility to put his or her client's interests first, which is probably the biggest difference between a financial advisor and an investment advisor. They are subject to various oversight and record keeping rules, and must register with the SEC.

Financial advising is a subset of wealth management. A wealth manager focuses on managing the assets of high earner. Think of them as a quarterback with a team of professionals behind them who can provide services and products.

They usually have a big picture of your assets, from your retirement fund to real estate investments. They are consultants who want to provide a solution for you. They might place your assets in markets to increase earnings.

Senior Wealth Advisor Position at Mariner

Senior Wealth Advisors are part of a team of experienced professionals who provide exceptional client experience with a robust platform of investments, credit, trust. The senior wealth advisor position at Mariner Wealth Advisors is the ideal position for an individual looking to join a national advisory firm that has ranked as a Top Five RIA for the last five years. The senior wealth advisor position at Mariner Wealth Advisors is ideal for a financial planning professional looking to join a firm that has been ranked in the top five RIAs by the magazine.

A multi-billion investment firm is looking for a wealth advisor to join their private client team and serve as the primary point of contact for UHNW clients. Experience: * Years of experience as a Wealth Advisor in the sales and delivery of financial planning, personal investment, and insurance products. Experience working at a financial institution

Preparing for a Career in Wealth Management

Wealth management involves a variety of different jobs where finance professionals work with clients to advise and help them make smart investments. Preparing in advance is important if you are interviewing for a career in wealth management, such as a private banker, financial advisor another private wealth management role. Financial advisors, private bankers and other wealth managers need to be aware of changes in taxes, financial policies and other regulations. Give examples of any certifications you have, classes, seminars or professional development workshops you've attended that relate to staying current with laws and regulations.