Senior Wealth Advisor

Mariner Holdings; Los Angeles (CA); On-site; USD 100,000 - 180,000; Full time

Job summary

A leading wealth management firm seeks a Senior Wealth Advisor to lead a dedicated team in creating tailored wealth plans for high-net-worth clients. This role requires a strong background in financial planning, superior interpersonal skills, and a commitment to professional growth. Join a culture that promotes teamwork, career advancement, and community engagement.

Benefits

Opportunity for professional growth

Supportive team environment

Innovative workplace culture

Qualifications

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

Responsibilities

• Manage client relationships and maintain satisfaction.
• Lead meetings throughout the wealth planning cycle.
• Collaborate with a team to provide wealth management advice.

Skills

Wealth management

Interpersonal skills

Relationship management

Communication skills

Organizational skills

Time management

Attention to detail

Education

Series 65

CFP

CFA

Tools

eMoney

MoneyGuide Pro

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

• 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.

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Job Info

• Job Identification 882
• Job Category Wealth Management
• Posting Date 05/08/2025, 07:25 PM
• Job Schedule Full time
• Locations 2121 Avenue of the Stars, Los Angeles, CA, 90067, US (On-site)