{"id":2393709,"url":"https://alion.io/job/mariner-associate-wealth-advisor-2","title":"Associate Wealth Advisor","company":{"id":716183,"name":"Mariner","domain":"marinerwealthadvisors.com","url":"https://alion.io/company/marinerwealthadvisors","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":{"grade":"B","score":78,"open_postings":9,"ghost_share":0,"stale_share":0.889,"repost_share":0,"time_to_fill_p50_days":27,"computed_at":"2026-10-15T05:46:00Z"}},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":85000,"max":110000,"currency":"USD","period":"year","gross":null,"usd_annual":110000},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"closed","first_seen_at":"2026-10-12T21:03:08Z","employer_posted_date":"2026-10-12","last_verified_at":"2026-10-13T04:31:24Z","board_verified":false,"closed_at":"2026-10-13T04:31:24Z","days_open":0,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":0},"description":"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. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.\nResponsibilities\nWork with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients\n\nPrepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions\n\nEffectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items\n\nCritical in supporting, retaining and building meaningful client relationships\n\nParticipate in the sales process in partnership with team to build new client relationships\n\nActively develop skills in various software programs for investment and financial planning\n\nQualifications\nBachelor’s degree (degrees in finance or related field are a plus)\n\n2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience\n\nCFP designation or Series 65 required\n\nSkills and Knowledge\nUnderstanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning\n\nPrevious experience with high net worth or ultra-high net worth clients/families is preferred\n\nExperience utilizing financial planning software (eMoney, MoneyGuide Pro)\n\nHighly effective interpersonal, relationship management and communication skills\n\nStrong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities\n\nWe welcome your interest in being a part of our firm. 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. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.\nBy submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.\nEOE M/F/D/V","description_format":"text","description_chars":2535,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Tax Advisory & Preparation"],"lifecycle":[{"event":"open","at":"2026-10-12T22:00:09Z"},{"event":"close","at":"2026-10-13T04:31:24Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 1","filings_12m":1,"filings_prev_12m":1,"green_card_filings_12m":0,"median_offered_wage_usd":122500,"route":null,"cap_exempt":false,"checked_at":"2026-10-15T11:24:14+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":null,"pay":{"stated_usd_annual":110000,"is_top_pay":true},"html_url":"https://alion.io/job/mariner-associate-wealth-advisor-2","json_url":"https://alion.io/job/mariner-associate-wealth-advisor-2.json","meta":{"generated_at":"2026-10-15T15:07:51Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":23132,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":716183},"rest":"https://alion.io/mcp/rest/get_company?id=716183"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmariner-associate-wealth-advisor-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmariner-associate-wealth-advisor-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmariner-associate-wealth-advisor-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/mariner-associate-wealth-advisor-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmariner-associate-wealth-advisor-2"}]}