Wealth Planning Associate: Client Impact & Growth

Mariner in Plano, Texas is seeking an Associate Wealth Advisor to collaborate with the wealth management team in creating comprehensive wealth plans tailored to clients' goals. The ideal candidate will have a bachelor’s degree, 2+ years of relevant experience, and a CFP designation or Series 65. This role involves advising high net worth clients, preparing customized financial strategies, and fostering client relationships within a supportive and diverse culture. Opportunity for professional growth included.
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