Senior Wealth Advisor

Mariner; Reno (NV); On-site; USD 120,000 - 190,000; Full time

Job summary

A financial services firm is seeking a Senior Wealth Advisor to lead a wealth management team in creating tailored wealth plans for high net worth clients. The ideal candidate will possess over 10 years of relevant experience, a Bachelor’s degree, and designations such as Series 65, CFP or CFA. Responsibilities include managing client relationships, collaborating with teams, and mentoring junior associates. Candidates should have exceptional interpersonal skills, attention to detail, and a commitment to professional growth. This position supports work-life balance and fosters career development.

Qualifications

• 10+ years’ experience in financial planning, accounting, or legal environments.
• Series 65, CFP or CFA required.
• Experience working with high net worth clients.
• Must have a clean U4 with no disclosures.

Responsibilities

• Cultivate and retain client relationships with demonstrated expertise.
• Lead client meetings throughout the wealth planning cycle.
• Prepare comprehensive wealth management advice for clients.
• Collaborate to build new client relationships.
• Commit to continuous education and team development.
• Mentor associates in the wealth advisory team.

Skills

Wealth management experience

Interpersonal skills

Relationship management

Communication skills

Organizational skills

Attention to detail

Financial software proficiency

Education

Bachelor’s degree

10+ years’ experience in financial planning or related field

Series 65, CFP or 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.

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