Senior Wealth Advisor

mariner-careers; San Antonio (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Mariner seeks a Senior Wealth Advisor in San Antonio to lead a wealth management team and craft comprehensive plans aligned with clients' goals and values. You will guide complex financial strategies and coordinate with partners to provide investment advice, ensuring client satisfaction and long-term relationships.

In this role, you will mentor junior staff, foster professional growth, and uphold the firm's commitment to high ethical standards and superior service in a dynamic wealth management

Qualifications

• Candidates must have a Bachelor's degree and 10+ years in financial planning or related field.
• Certified financial credentials (Series 65, CFP or CFA) are required.
• Strong client relationship, leadership, and communication skills.

Responsibilities

• Lead a wealth planning team to create comprehensive wealth plans aligned with client goals.
• Meet with high-net-worth clients and collaborate with partners to deliver investment advice.
• Mentor associates and drive ongoing professional development.

Skills

Wealth management

Client relationship management

Team leadership

Mentoring/ Training

Communication skills

Attention to detail

Education

Bachelor's degree

Tools

eMoney

MoneyGuide Pro

Tax software

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.

EOE M/F/D/V