Lead Wealth Advisor - High-Net-Worth Strategy

mariner-careers; Austin (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Mariner seeks a Senior Wealth Advisor to lead a wealth management team, delivering comprehensive wealth plans and coordinated financial strategies aligned with client goals and values. The role emphasizes client relationship cultivation, deep expertise, and a team-oriented approach to growth.

Responsibilities include leading client meetings, creating customized wealth management solutions, mentoring associates, and collaborating with partners to expand the client base.

Qualifications

• Bachelor’s degree required.
• Series 65, CFP or CFA required.
• Experience in financial planning or related field preferred.

Responsibilities

• Lead client meetings across wealth planning cycle to identify complex issues and offer solutions.
• Cultivate and retain client relationships, inspiring confidence through expertise.
• Collaborate with wealth advisor team to provide comprehensive wealth management and customized portfolios.
• Develop new client relationships with strategic partners.
• Commit to ongoing education and team development.

Skills

Wealth mgmt

High net worth clients

Financial planning software

Interpersonal skills

Staff development

Time management

Attention to detail

Education

Bachelor’s degree

Series 65

CFP

CFA

Tools

eMoney

MoneyGuide Pro

Job description

Mariner seeks a Senior Wealth Advisor to lead a wealth management team, delivering comprehensive wealth plans and coordinated financial strategies aligned with client goals and values. The role emphasizes client relationship cultivation, deep expertise, and a team-oriented approach to growth.

Responsibilities include leading client meetings, creating customized wealth management solutions, mentoring associates, and collaborating with partners to expand the client base.