About this role
Associate Wealth Advisor at Mariner Wealth Advisors. Location: Woodland Hills or Pleasanton. Role: providing advice, preparing plans, building relationships Requirements: Bachelor's degree, 2+ years relevant experience, CFP or Series 65 required, experience with eMoney or MoneyGuide Pro, strong client relationship and financial planning skills. Category: Finance and Accounting Seniority: Entry Level Tools: eMoney, MoneyGuide Pro Certifications: cfp, series 65 Commitment: Full Time Workplace: Hybrid Languages: English