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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.\nResponsibilities\nWork with 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\nCultivate and lead client relationships to ensure we are meeting and addressing client questions and needs\n\nEffectively work with your team and available resources in support of our clients, executing client requests and updating information\n\nActive participant in obtaining new clients in partnership with strategic relationships and community networks\n\nCommitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates\n\nQualifications\nBachelor’s degree required\n\n5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience\n\nSeries 65, CFP or CFA required\n\nSkills & Knowledge\nWealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning\n\nPrevious experience with high net worth or ultra-high net worth clients\n\nMastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)\n\nHighly effective interpersonal, relationship management and communication skills\n\nDemonstrated talent development experience, training new staff, mentoring interns, etc.\n\nExcellent organizational and time management skills in a high energy environment to manage multiple priorities\n\nStrong attention to detail\n\nNote: All Wealth Advisors must have a clean U4 with no disclosures.\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":2695,"description_truncated":false,"requirements":{"experience_years_min":5,"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":"2026-10-14T22:46:02Z"}],"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":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":7,"expected_fill_days":27,"reasons":["conf:3","win:early"],"computed_at":"2026-10-20T05:45:00Z"},"pay":{"stated_usd_annual":150000,"is_top_pay":true},"html_url":"https://alion.io/job/mariner-wealth-advisor-4","json_url":"https://alion.io/job/mariner-wealth-advisor-4.json","meta":{"generated_at":"2026-10-20T18:52:59Z","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":21691,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-21T00:00:00Z"}},"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-wealth-advisor-4"},{"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-wealth-advisor-4"},{"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-wealth-advisor-4"},{"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-wealth-advisor-4\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmariner-wealth-advisor-4"}]}