Senior Wealth Advisor

mariner-careers; Tigard (OR); On-site; USD 120,000 - 180,000; Full time

Job summary

Mariner is seeking a Senior Wealth Advisor in Tigard, OR to lead a wealth planning team in delivering comprehensive strategies aligned with client goals.

You will work with high-net-worth clients, oversee planning, and mentor junior staff while growing professionally within a collaborative culture that values growth and work-life balance.

Qualifications

• Bachelor’s degree required.
• 10+ years in financial planning or related field.
• Series 65, CFP or CFA required.

Responsibilities

• Cultivate and retain client relationships with demonstrated expertise.
• Lead client meetings through the wealth planning cycle to identify issues and provide solutions.
• Collaborate with wealth advisor team for comprehensive management of high-net-worth clients.
• Build new client relationships with strategic partners.
• Commit to continuing education and team development.
• Train and mentor associates across the wealth advisory team.

Skills

Wealth management

Client relationship

Financial planning

High net worth

Forecasting & analysis

Education

Bachelor’s degree

Tools

eMoney

MoneyGuide Pro

Excel

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.

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