About this role
Wealth Advisor at Mariner Wealth Advisors. Location: New York, New York, United States. Role: providing advice, cultivating relationships, leading projects Requirements: Bachelor’s degree; 5+ years in financial planning or related; Series 65, CFP or CFA. Category: Finance and Accounting Seniority: Mid Level Tools: eMoney, MoneyGuide Pro Certifications: series 65, cfp, cfa Commitment: Full Time Workplace: Onsite Languages: English