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Senior Wealth Advisor

3 months ago

Houston, United States Mariner Wealth Advisors, L.L.C. Full time

The 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.

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

Qualifications

Bachelor’s degree required

10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience

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.

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. #LI-TH1

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