Senior Wealth Advisor

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

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.

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

• 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, Money Guide 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.

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.

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