Senior Wealth Advisor

Mariner; Amarillo (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading wealth management firm is looking for a skilled senior wealth advisor to guide a team in creating comprehensive wealth plans tailored to client goals. The ideal candidate will have over a decade of relevant experience and necessary certifications, demonstrating expertise in managing high-net-worth relationships. Responsibilities include cultivating client relationships and mentoring team members. The role emphasizes personal and professional growth within a supportive, diverse culture.

Qualifications

• 10+ years of experience in financial planning, accounting, or related field.
• Series 65, CFP or CFA certification required.
• Experience working with high-net-worth clients.

Responsibilities

• Cultivate and retain client relationships through demonstrated expertise.
• Lead all phases of the wealth planning cycle for clients.
• Collaborate with a team to provide comprehensive wealth management advice.
• Participate in building new client relationships.
• Train and mentor associates in the advisory team.
• Commit to ongoing education and team development.

Skills

Wealth management experience with fee-based consulting

Interpersonal and relationship management skills

Mastery of financial planning software (e.g., eMoney, MoneyGuide Pro)

Organizational and time management skills

Strong attention to detail

Education

Bachelor’s degree

Tools

eMoney

MoneyGuide Pro

Job description

Job Description

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

Responsibilities

• Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs
• Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals
• Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios
• Participate in building new client relationships in collaboration with strategic partners
• Commitment to advanced continuing education and team development at all levels
• Train and mentor associates across the wealth advisory team

Qualifications

• Bachelor’s degree required
• 10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience
• Series 65, CFP or CFA required

Skills And Knowledge

• Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
• Depth of experience working 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, as well as training and mentoring new staff
• Excellent organizational and time management skills in a high energy environment to manage multiple priorities
• Strong attention to detail

Note: All Senior 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.

EOE M/F/D/V