Senior Wealth Advisor: Lead High-Net-Worth Planning

Mariner Wealth Advisors; Amarillo (TX); Hybrid; USD 120,000 - 190,000; Full time

Job summary

Mariner Wealth Advisors seeks a Senior Wealth Advisor to lead a wealth management team in crafting comprehensive plans aligned with client goals and values. You will guide meetings across the planning cycle and deliver personalized investment portfolios for high-net-worth clients.

The role emphasizes collaboration, ongoing education, and mentorship of staff within a dynamic, client-focused firm committed to growth and professional development.

Qualifications

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

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

Skills

Wealth management

High-net-worth clients

Interpersonal skills

Staff mentoring

Time management

Attention to detail

Relationship management

Education

Bachelor's degree

CFP or CFA

Series 65

Tools

eMoney

MoneyGuide Pro

Job description

Mariner Wealth Advisors seeks a Senior Wealth Advisor to lead a wealth management team in crafting comprehensive plans aligned with client goals and values. You will guide meetings across the planning cycle and deliver personalized investment portfolios for high-net-worth clients.

The role emphasizes collaboration, ongoing education, and mentorship of staff within a dynamic, client-focused firm committed to growth and professional development.