Maja Janko
- Role
- Senior Wealth Consultant at Mariner
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
Experience
Senior Wealth Consultant
Sep 2023 — Present
As a senior wealth consultant at Mariner Wealth Advisors, I listen to what’s important to my clients and then develop a 360° wealth plan to help them achieve their goals. At Mariner Wealth Advisors, we are committed to putting your interests first. As our client, you will work with a wealth team that will collaborate with in-house teams, including tax planning & preparation, insurance, estate planning and trust services, to develop a coordinated wealth management plan personalized for you. This integrated approach is designed to provide you with comprehensive advice, simplify the process and save you time.
Skills
- Microsoft Office
- Investment Strategies
- Financial Markets
- Capital Markets
- Investment Management
- Financial Services
- Wealth Management
- Fixed Income
- High-Level Relationship Management
- Hedging
- Bloomberg Terminal
- Microsoft Excel
- Strategic Financial Planning
- Portfolio Management
- Trading
- Factset
- Investments
- Alternative Investments
- Options
- Financial Planning
- Hedge Funds
- Strategy
- Equities
- Asset Management
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