Senior Wealth Advisor: Lead High-Net-Worth Planning

Mariner; Amarillo (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading wealth management firm is looking for a skilled senior wealth advisor to guide a team in creating comprehensive wealth plans tailored to client goals. The ideal candidate will have over a decade of relevant experience and necessary certifications, demonstrating expertise in managing high-net-worth relationships. Responsibilities include cultivating client relationships and mentoring team members. The role emphasizes personal and professional growth within a supportive, diverse culture.

Qualifications

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

Responsibilities

• Cultivate and retain client relationships through demonstrated expertise.
• Lead all phases of the wealth planning cycle for clients.
• Collaborate with a team to provide comprehensive wealth management advice.
• Participate in building new client relationships.
• Train and mentor associates in the advisory team.
• Commit to ongoing education and team development.

Skills

Wealth management experience with fee-based consulting

Interpersonal and relationship management skills

Mastery of financial planning software (e.g., eMoney, MoneyGuide Pro)

Organizational and time management skills

Strong attention to detail

Education

Bachelor’s degree

Tools

eMoney

MoneyGuide Pro

Job description

A leading wealth management firm is looking for a skilled senior wealth advisor to guide a team in creating comprehensive wealth plans tailored to client goals. The ideal candidate will have over a decade of relevant experience and necessary certifications, demonstrating expertise in managing high-net-worth relationships. Responsibilities include cultivating client relationships and mentoring team members. The role emphasizes personal and professional growth within a supportive, diverse culture.