Sr Wealth Advisor

Mariner Financial through Wheeler Staffing; Dallas (TX); On-site; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Wealth Advisor to lead a wealth management team in Dallas. This role involves creating comprehensive wealth plans that align with clients' goals, building strong relationships, and mentoring associates. The ideal candidate will have extensive experience in financial planning and a passion for helping high-net-worth clients achieve their financial objectives. Join a dynamic team that values professional growth and collaboration, and make a significant impact in the world of wealth management.

Qualifications

• 10+ years’ experience in financial planning or related fields.
• Series 65, CFP, or CFA certification required.

Responsibilities

• Cultivate and retain client relationships through demonstrated expertise.
• Lead client meetings and offer creative solutions for wealth planning.

Skills

Wealth management experience

Interpersonal skills

Relationship management

Communication skills

Organizational skills

Attention to detail

Education

Bachelor's degree

Tools

eMoney

MoneyGuide Pro

Job description

Mariner Financial through Wheeler Staffing Dallas, TX

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Talent Consultant | Relationship Builder | Unapologetically Me | Follow Me for What's Momma Makin'

Position Overview

Wheeler Staffing Partners is seeking experienced Senior Wealth Advisors to join our client’s team.

The Senior Wealth Advisor will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy aligning with each client’s goals and values. The successful candidate will be an experienced planner, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.

Responsibilities

• Cultivate and retain client relationships by 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.
• Commit 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 financial planning, accounting, legal, or other relevant organizations.
• 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.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales