Senior Wealth Advisor - Lead UHNW Planning & Team
Job in
Amarillo, Potter County, Texas, 79161, USA
Listed on 2026-01-12
Listing for:
Mariner
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A national financial services firm in Texas seeks a Senior Wealth Advisor to lead a wealth management team. The ideal candidate will have at least 10 years of experience in financial planning and possess Series 65, CFP or CFA certifications. Responsibilities include cultivating client relationships, leading meetings, and collaborating with the advisory team to develop comprehensive wealth plans. The firm promotes professional growth and team development in a supportive environment.
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Position Requirements
10+ Years
work experience
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