Associate Wealth Advisor
Company: Mariner Finance
Location: Beaverton
Posted on: February 9, 2026
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Job Description:
Job Description About Us Mariner is a privately held national
financial services firm equipped with the experience to meet your
modern wealth needs. Our advisors have access to in-house expertise
covering everything from tax, estate, trust, and insurance to
investment banking and valuation, so they can maximize time spent
creating unified wealth plans with clients. By opening more windows
of wealth, we can create opportunities to positively impact the
lives of many. With this purpose, we intend to raise the bar for
the entire industry. Founded in 2006 with $300 million in assets
under advisement, Mariner and its affiliates now advise on over
$560 billion in assets as of 1/3/25. Figures include assets from
Cardinal Investment Advisors, currently undergoing acquisition by
Mariner Institutional and slated to operationally close by
3/31/2025. Learn more at www.mariner.com . Mariner is committed to,
and maintains, a drug-free workplace. For further information,
click here . Job Description Responsibilities - Work with 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 - Cultivate and lead
client relationships to ensure we are meeting and addressing client
questions and needs - Effectively work with your team and available
resources in support of our clients, executing client requests and
updating information - Active participant in obtaining new clients
in partnership with strategic relationships and community networks
- Commitment to continuing education, training and talent
development at all levels, trains and mentors new associate wealth
advisors and client service associates Qualifications - Bachelor's
degree required - 5 years' experience working in a financial
planning, accounting, legal or other organization that provides
relevant experience - Series 65, CFP or CFA required Skills &
Knowledge - Wealth management experience with fee-based consulting,
tax, mutual funds, money manager programs, insurance and financial
planning - Previous experience with high net worth or ultra-high
net worth clients - Mastery of various financial planning and
investment software products (eMoney, MoneyGuide Pro) - Highly
effective interpersonal, relationship management and communication
skills - Demonstrated talent development experience, training new
staff, mentoring interns, etc. - Excellent organizational and time
management skills in a high energy environment to manage multiple
priorities - Strong attention to detail Note: All Wealth Advisors
must have a clean U4 with no disclosures. 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. Our
compensation reflects the cost of talent across multiple US
geographic markets. The base pay for this position across all US
geographic markets ranges from $70,200.00/year to $125,000.00/year.
Pay is based on a number of factors including geographic location
and may vary depending on job-related knowledge, skills, and
experience. Eligibility to participate in an incentive program is
subject to the rules governing the program, whereby an award, if
any, depends on various factors including, without limitation,
individual and organizational performance. Roles may also be
eligible for additional compensation and/or benefits. LI-KB1 EOE
M/F/D/V About the Team At Mariner, behind every advisor is a team
of advisors. And behind that, you?ll find the answers to complex
questions about taxes, insurance, estate planning, tech and more.
It?s how we give advisors access to a new level of support to give
their clients access to a new level of advice.
Keywords: Mariner Finance, Aloha , Associate Wealth Advisor, Accounting, Auditing , Beaverton, Oregon
