Senior Wealth Advisor: High-Net-Worth Strategy Leader

Mariner; New York (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

Mariner in New York, NY seeks a Senior Wealth Advisor to lead a wealth management team and create comprehensive wealth plans aligned with client goals. Responsibilities include cultivating client relationships, leading meetings, and mentoring associates. Candidates must have a Bachelor’s degree, 10+ years of relevant experience, and Series 65, CFP, or CFA certification. The role requires mastery of financial planning software like eMoney and MoneyGuide Pro, excellent communication skills, and strong attention to detail. Commitment to team development is essential.

Qualifications

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

Responsibilities

• Cultivate and retain client relationships.
• Lead client meetings throughout the wealth planning cycle.
• Collaborate with the wealth advisor team to provide comprehensive advice.
• Train and mentor associates in the advisory team.

Skills

Wealth management experience

Interpersonal and relationship management skills

Financial planning software mastery

Organizational and time management skills

Attention to detail

Education

Bachelor’s degree

Tools

eMoney

MoneyGuide Pro

Job description

Mariner in New York, NY seeks a Senior Wealth Advisor to lead a wealth management team and create comprehensive wealth plans aligned with client goals. Responsibilities include cultivating client relationships, leading meetings, and mentoring associates. Candidates must have a Bachelor’s degree, 10+ years of relevant experience, and Series 65, CFP, or CFA certification. The role requires mastery of financial planning software like eMoney and MoneyGuide Pro, excellent communication skills, and strong attention to detail. Commitment to team development is essential.