Job Details

Join to apply for the Senior Wealth Advisor role at Mariner.

Job Description

The senior wealth advisor at Mariner will lead a team to develop comprehensive wealth plans, including coordinated financial strategies aligned with client goals and values. The ideal candidate is an experienced planner, a thoughtful listener, and a team-oriented professional driven to grow both personally and professionally.

Responsibilities

1. Manage client relationships, fostering confidence through expertise and ongoing needs assessment.
2. Lead client meetings throughout the wealth planning process to identify complex issues and propose solutions.
3. Collaborate with team members to provide tailored advice and investment portfolios for high-net-worth clients.
4. Build new client relationships in partnership with strategic allies.
5. Engage in continuous education and team development.
6. Mentor and train associates within the team.

Qualifications

• Bachelor's degree required.
• Minimum 10 years of experience in financial planning, accounting, legal, or related fields.
• Series 65, CFP, or CFA certification required.

Skills and Knowledge

• Experience with fee-based consulting, tax, mutual funds, insurance, and financial planning.
• Proven experience working with high-net-worth clients.
• Proficiency in financial planning software (eMoney, MoneyGuide Pro).
• Strong interpersonal, communication, and relationship management skills.
• Experience in training and mentoring staff.
• Excellent organizational and time management skills.
• Attention to detail.

Note: All Senior Wealth Advisors must have a clean U4 with no disclosures.

About Us

Mariner is a national financial services firm dedicated to modern wealth management, offering comprehensive expertise in tax, estate, trust, insurance, and investment banking. Since 2006, we have grown significantly, advising on over $560 billion in assets as of 1/3/25. We foster a diverse, supportive, and innovative workplace culture.

About The Team

Our team supports advisors with extensive resources across taxes, insurance, estate planning, and technology, enabling us to deliver superior advice to clients.