Senior Wealth Advisor

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

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. #LI-AB1

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.

EOE M/F/D/V