Senior Wealth Advisor: High-Net-Worth Strategy Leader
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-10-06
Listing for:
Mariner
Full Time
position Listed on 2026-10-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Mariner in New York, NY seeks a Senior Wealth Advisor to lead a wealth management team and create comprehensive wealth plans aligned with client goals. Responsibilities include cultivating client relationships, leading meetings, and mentoring associates. Candidates must have a Bachelor’s degree, 10+ years of relevant experience, and Series 65, CFP, or CFA certification. The role requires mastery of financial planning software like eMoney and Money Guide Pro, excellent communication skills, and strong attention to detail.
Commitment to team development is essential.
The Senior Wealth Advisor:
High-Net-Worth Strategy Leader position in the Finance field is open for applications. If your experience matches this role, we encourage you to apply. All applications are reviewed carefully by our team. The position is based in New York, NY, United States. This opportunity is part of our work in Finance.
Position Requirements
10+ Years
work experience
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