Private Wealth Advisor (CFP / CFA Preferred) (Hiring Immediately)
Company: Mariner Finance
Location: Littleton
Posted on: March 28, 2026
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Job Description:
Responsibilities 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 Effectively work with your team and available resources
in support of our clients; executing client requests, updating
information, follow up on open items 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 Qualifications 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 CFP
designation or Series 65 required Skills & Knowledge 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) Highly effective
interpersonal, relationship management and communication skills
Strong attention to detail Excellent organizational and time
management skills in a high-energy environment to manage multiple
priorities LI-SU1 LI-Hybrid We 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. EOE
M/F/D/V
Keywords: Mariner Finance, Colorado Springs , Private Wealth Advisor (CFP / CFA Preferred) (Hiring Immediately), Accounting, Auditing , Littleton, Colorado
