Senior Wealth Advisor

Mariner; Austin (TX); On-site; USD 100,000 - 130,000; Full time

Job summary

Mariner is seeking a Senior Wealth Advisor in Austin, Texas, to lead a wealth management team in crafting comprehensive financial strategies. The ideal candidate has over 10 years of experience, strong client relationship skills, and a Bachelor’s degree, along with certifications like Series 65, CFP, or CFA. Responsibilities include cultivating client relationships, leading meetings, and mentoring team associates. This role offers a dynamic environment for professional growth and advanced training opportunities.

Qualifications

• 10+ years’ experience in financial planning, accounting, legal, or related fields.
• Series 65, CFP, or CFA certification required.
• Experience with high-net-worth clients essential.

Responsibilities

• Cultivate and retain client relationships.
• Lead client meetings throughout the wealth planning cycle.
• Prepare comprehensive wealth management advice for clients.
• Build new client relationships with strategic partners.
• Commit to continuing education and team development.
• Train and mentor associates on the wealth advisory team.

Skills

Wealth management experience with fee-based consulting

Client relationship management

Interpersonal and communication skills

Organizational skills

Training and mentoring experience

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.

EOE M/F/D/V