Senior Wealth Advisor

Join to apply for the Senior Wealth Advisor role at Mariner18 hours ago Be among the first 25 applicantsJoin to apply for the Senior Wealth Advisor role at MarinerGet AI-powered advice on this job and more exclusive features.Job DescriptionThe senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.Job DescriptionThe senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.ResponsibilitiesResponsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needsLead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goalsCollaborate 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 portfoliosParticipate in building new client relationships in collaboration with strategic partnersCommitment to advanced continuing education and team development at all levelsTrain and mentor associates across the wealth advisory teamQualificationsBachelor’s degree required10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experienceSeries 65, CFP or CFA requiredSkills And KnowledgeWealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planningDepth of experience working with high net worth or ultra-high net worth clientsMastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)Highly effective interpersonal, relationship management, and communication skillsDemonstrated talent development experience, as well as training and mentoring new staffExcellent organizational and time management skills in a high energy environment to manage multiple prioritiesStrong attention to detailNote: All Senior Wealth Advisors must have a clean U4 with no disclosures.We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.EOE M/F/D/VAbout UsMariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at www.mariner.com .About The TeamAt Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesReferrals increase your chances of interviewing at Mariner by 2xSign in to set job alerts for “Wealth Management Advisor” roles.San Francisco Bay Area $36,200.00-$125,000.00 2 weeks agoSan Francisco Bay Area $36,200.00-$125,000.00 2 weeks agoSan Francisco Bay Area $39,000.00-$125,000.00 2 weeks agoSan Francisco Bay Area $39,000.00-$125,000.00 2 weeks agoSan Jose, CA $36,200.00-$125,000.00 2 weeks agoPleasanton, CA $40,000.00-$65,000.00 3 weeks agoSunnyvale, CA $56,000.00-$72,000.00 1 week agoSan Francisco Bay Area $150,000.00-$200,000.00 3 weeks agoSan Jose, CA $49,920.00-$100,000.00 5 days agoFremont, CA $95,100.00-$129,300.00 3 weeks agoJ.P. Morgan Wealth Management - Private Client Advisor - Santa Clara, CA (Homestead and Kiely)Pleasanton, CA $95,000.00-$120,000.00 1 week agoSan Jose, CA $100,000.00-$200,000.00 1 month agoSan Jose, CA $75,258.00-$85,110.00 1 day agoSunnyvale, CA $55,000.00-$75,000.00 2 days agoHigh Net-worth Wealth Advisor (San Francisco)J.P. Morgan Wealth Management – Private Client Advisor - Fremont, CA and Surrounding AreasJ.P. Morgan Wealth Management – Private Client Advisor - Silicon Valley, CA and Surrounding areasPleasanton, CA $80,000.00-$100,000.00 1 month agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr