Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions * Effectively work with your team and available resources ...
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions * Effectively work with your team and available resources ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
Financial Consultant
New York, NY · On-site
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions * Effectively work with your team and available resources ...
Financial Consultant
New York, NY · On-site
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions * Effectively work with your team and available resources ...
Financial Planner
$81K - $109K/yr
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions * Effectively work with your team and available resources ...
Financial Planner
$81K - $109K/yr
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions * Effectively work with your team and available resources ...
Financial Consultant
New York, NY · On-site
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions * Effectively work with your team and available resources ...
Financial Consultant
New York, NY · On-site
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions * Effectively work with your team and available resources ...
Financial Consultant
Chinatown, NY · On-site
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions * Effectively work with your team and available resources ...
Financial Consultant
Chinatown, NY · On-site
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions * Effectively work with your team and available resources ...
Financial Planner
New York, NY · On-site
$83K - $111K/yr
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions * Effectively work with your team and available resources ...
Financial Planner
New York, NY · On-site
$83K - $111K/yr
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions * Effectively work with your team and available resources ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
Quick apply
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the ...
Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
Quick apply
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
Financial Consultant
New York, NY · On-site
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions * Effectively work with your team and available resources ...
Financial Consultant
New York, NY · On-site
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions * Effectively work with your team and available resources ...
Financial Planner
Brooklyn Heights, NY · On-site
$83K - $111K/yr
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions * Effectively work with your team and available resources ...
Financial Planner
Brooklyn Heights, NY · On-site
$83K - $111K/yr
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions * Effectively work with your team and available resources ...
Financial Consultant
New York, NY · On-site
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions * Effectively work with your team and available resources ...
Financial Consultant
New York, NY · On-site
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions * Effectively work with your team and available resources ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
Quick apply
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
Financial Services Specialist
Greenwich, CT · On-site +1
$70K - $75K/yr
Position Overview We are seeking a Financial Services Specialist to support our growing financial services organization. This role focuses on delivering structured financial education, guiding ...
Financial Services Specialist
Greenwich, CT · On-site +1
$70K - $75K/yr
Position Overview We are seeking a Financial Services Specialist to support our growing financial services organization. This role focuses on delivering structured financial education, guiding ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
Position Overview We are seeking a Financial Services Specialist to support our growing financial services organization. This role focuses on delivering structured financial education, guiding ...
Position Overview We are seeking a Financial Services Specialist to support our growing financial services organization. This role focuses on delivering structured financial education, guiding ...
Financial Planner
New York, NY · On-site
$83K - $111K/yr
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions * Effectively work with your team and available resources ...
Financial Planner
New York, NY · On-site
$83K - $111K/yr
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions * Effectively work with your team and available resources ...
Financial information
See Ridgewood, NJ salary details
$31.9K - $39.6K
6% of jobs
$45.2K is the 25th percentile. Wages below this are outliers.
$39.6K - $47.2K
25% of jobs
$47.2K - $54.9K
13% of jobs
The median wage is $62K / yr.
$54.9K - $62.6K
6% of jobs
$62.6K - $70.3K
4% of jobs
$70.3K - $78K
12% of jobs
$78K - $85.6K
6% of jobs
$88.5K is the 75th percentile. Wages above this are outliers.
$85.6K - $93.3K
6% of jobs
$93.3K - $101K
8% of jobs
$101K - $108.7K
7% of jobs
$108.7K - $116.4K
5% of jobs
$31.9K
$72.5K
$116.4K
How much do financial jobs pay per year?
What is the difference between Financial vs Bookkeeper?
| Aspect | Financial | Bookkeeper |
|---|---|---|
| Certifications | Often requires CPA, CFA, or similar | Typically no formal certifications required |
| Work Environment | Corporate finance departments, accounting firms | Small businesses, accounting offices |
| Primary Responsibilities | Financial analysis, planning, reporting | Recording transactions, maintaining ledgers |
| Employer & Industry Usage | Finance departments, investment firms | Small to medium businesses, accounting services |
Financial professionals focus on analysis, planning, and strategic financial management, often requiring advanced certifications. Bookkeepers handle day-to-day transaction recording and ledger maintenance, usually without formal certifications. While both roles are essential in finance, they differ in scope, responsibilities, and required credentials.
What are financial professionals?
What are the key skills and qualifications needed to thrive in a financial professional role, and why are they important?
What are some common challenges faced by professionals in financial roles, and how can they be addressed?
Mariner Finance rating
7.6
Based on 22 frontline employees who took The Breakroom Quiz
Job description
Responsibilities
- Work with your 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
- Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
- Critical in supporting, retaining and building meaningful client relationships
- Participate in the sales process in partnership with team to build new client relationships
- Actively develop skills in various software programs for investment and financial planning
- Bachelor's degree (degrees in finance or related field are a plus)
- 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
- CFP designation or Series 65 required
- Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
- Previous experience with high net worth or ultra-high net worth clients/families is preferred
- Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
- Highly effective interpersonal, relationship management and communication skills
- Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities
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.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .
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What Mariner Finance employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Mariner Finance
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Baltimore, MD, US
Year founded
2002