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Senior planner [h1.location_city]

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Senior planner • denver co

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Senior Financial Planner

Senior Financial Planner

Mariner Finance80010, CO, US
[job_card.full_time]
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 ta...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Senior Nuclear Planner

Senior Nuclear Planner

VirtualVocationsLittleton, Colorado, United States
[job_card.full_time]
A company is looking for a Senior Nuclear Planner to facilitate planning engineering change work orders for Nuclear Projects. Key Responsibilities Review engineering change packages and provide fe...[show_more][last_updated.last_updated_1_day]
Senior Media Planner

Senior Media Planner

BarkleyDenver, CO, United States
[job_card.full_time]
MissionOne Media is a brand within BarkleyOKRP that combines full-funnel media planning and buying services, CRM, data, analytics, retail media, SEO, and digital experiences.This is a full-time, hy...[show_more][last_updated.last_updated_variable_days]
Senior Production & Inventory Planner

Senior Production & Inventory Planner

Barber-Nichols Inc.Denver, CO, US
[job_card.full_time]
A leading turbomachinery provider in Denver is seeking a Production & Inventory Control III to develop material plans, manage production schedules, and ensure inventory is maintained.The ideal cand...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Senior Medical Planner - Healthcare Design

Senior Medical Planner - Healthcare Design

Perkins and WillDenver, CO, United States
[job_card.full_time]
The Denver Studio is growing and we are looking for highly motivated individuals excited to help us grow our Healthcare project sector. Perkins&Will offers a comprehensive benefits package, includin...[show_more][last_updated.last_updated_30]
Senior Financial Planner

Senior Financial Planner

ChoreoDenver, CO, US
[job_card.full_time]
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to f...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Master Program Planner Senior - Program Scheduler

Master Program Planner Senior - Program Scheduler

BAE SystemsWestminster, CO, US
[job_card.full_time]
Working as a Master Program Planner at BAE Space and Mission Systems (SMS) is an exciting opportunity to become part of a high-tech team of people developing innovative products for the Aerospace a...[show_more][last_updated.last_updated_variable_days]
Meeting Planner

Meeting Planner

Society for Mining, Metallurgy & Exploration-Englewood, CO, US
[job_card.full_time]
Are you looking for an opportunity for advancement in a collaborative work environment that offers work-life balance and excellent benefits? The Society for Mining, Metallurgy & Exploration Inc...[show_more][last_updated.last_updated_30]
Demand Planner

Demand Planner

Empire PackingDenver, Colorado, USA
[job_card.full_time]
Manage direct contact with customers and customer requests.Manage inbound and outbound deliveries of case ready meat plant products for numerous plants. Successfully write and manage these orders in...[show_more][last_updated.last_updated_variable_days]
Senior Planner

Senior Planner

D.A. DavidsonDenver, CO, US
[job_card.full_time]
Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years.We are dedicated to conducting our business in accordance with the highest standards of ...[show_more][last_updated.last_updated_30]
Senior Financial Planner

Senior Financial Planner

Mariner CompanyDenver, CO, United States
[job_card.full_time]
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 ta...[show_more][last_updated.last_updated_1_day]
  • [promoted]
Master Program Planner Senior - Program Scheduler

Master Program Planner Senior - Program Scheduler

BAE Systems USAWestminster, CO, United States
[job_card.full_time]
Working as a Master Program Planner at BAE Space and Mission Systems (SMS) is an exciting opportunity to become part of a high-tech team of people developing innovative products for the Aerospace a...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
  • [new]
Project Planner

Project Planner

SkillitLakeside, CO, US
[job_card.full_time]
We prioritize your safety and value your expertise.We offer flexible interview times and an easy-to-follow application process. Apply now to jumpstart your skilled craft career!.Montgomery, AL | Jac...[show_more][last_updated.last_updated_variable_hours]
Production Planner

Production Planner

CesiumAstroWestminster, CO, US
[job_card.full_time] +1
To conform with the United States Government Space Technology Export Regulations, the applicant must be a U.UAVs, launch vehicles, and other space and airborne platforms. We take pride in our dynami...[show_more][last_updated.last_updated_variable_days]
Senior Financial Planner

Senior Financial Planner

MarinerAurora, CO, United States
[job_card.full_time]
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 ta...[show_more][last_updated.last_updated_1_day]
Maintenance Planner

Maintenance Planner

Dessert Holdings Inc.Aurora, CO, US
[job_card.full_time]
Are you ready to elevate your career in manufacturing operations and be a part of creating the world's best desserts? Dessert Holdings partners with some of North America's most iconic chai...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
PWM Senior Wealth Planner

PWM Senior Wealth Planner

U.S. BancorpDenver, CO, US
[job_card.full_time]
The PWM Wealth Planner is focused on providing clients with comprehensive and goals-based planning.The Wealth Planner provides the following comprehensive planning services to clients : lifestyle pl...[show_more][last_updated.last_updated_30]
  • [promoted]
Senior Transportation Planner or Engineer

Senior Transportation Planner or Engineer

AtkinsRéalisDenver, CO, United States
[job_card.permanent]
AtkinsRéalis seeks an energetic and highly motivated.Senior Transportation Planner or Engineer.Our team works on a diverse range of high-profile projects throughout Colorado and other states.In thi...[show_more][last_updated.last_updated_variable_days]
Space Planner

Space Planner

Swire Coca Cola USADenver, CO, United States
[job_card.full_time]
We are a family?owned bottling company with a story spanning over two centuries.We are one of the largest bottlers of Coca?Cola in North America and distribute more than 50 beverage brands and flav...[show_more][last_updated.last_updated_variable_days]
Senior Financial Planner

Senior Financial Planner

Mariner Finance80010, CO, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.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

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

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.

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