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Senior Wealth Advisor — Lead Holistic Wealth Planning

Job in Corte Madera, Marin County, California, 94925, USA
Listing for: Mariner Holdings
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Job Description & How to Apply Below
A national financial services firm is seeking a Senior Wealth Advisor to lead a team in creating comprehensive wealth plans tailored to client goals. The successful candidate will possess over 10 years of experience in relevant financial roles, along with strong interpersonal and communication skills. Responsibilities include nurturing client relationships, providing customized investment strategies, and mentoring junior staff.

This role offers opportunities for professional growth within a dynamic team environment in Corte Madera, CA, with a hybrid work model.
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Position Requirements
10+ Years work experience
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