Senior Wealth Advisor | Lead Client Strategy & Team Growth

Mariner; Austin (TX); Sur place; USD 100 000 - 130 000; Plein temps

Résumé du poste

Mariner is seeking a Senior Wealth Advisor in Austin, Texas, to lead a wealth management team in crafting comprehensive financial strategies. The ideal candidate has over 10 years of experience, strong client relationship skills, and a Bachelor’s degree, along with certifications like Series 65, CFP, or CFA. Responsibilities include cultivating client relationships, leading meetings, and mentoring team associates. This role offers a dynamic environment for professional growth and advanced training opportunities.

Qualifications

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

Responsabilités

• Cultivate and retain client relationships.
• Lead client meetings throughout the wealth planning cycle.
• Prepare comprehensive wealth management advice for clients.
• Build new client relationships with strategic partners.
• Commit to continuing education and team development.
• Train and mentor associates on the wealth advisory team.

Connaissances

Wealth management experience with fee-based consulting

Client relationship management

Interpersonal and communication skills

Organizational skills

Training and mentoring experience

Formation

Bachelor’s degree

Outils

eMoney

MoneyGuide Pro

Description du poste

Mariner is seeking a Senior Wealth Advisor in Austin, Texas, to lead a wealth management team in crafting comprehensive financial strategies. The ideal candidate has over 10 years of experience, strong client relationship skills, and a Bachelor’s degree, along with certifications like Series 65, CFP, or CFA. Responsibilities include cultivating client relationships, leading meetings, and mentoring team associates. This role offers a dynamic environment for professional growth and advanced training opportunities.