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Senior Wealth Advisor: Lead High-Net-Worth Planning

Job in Reno, Washoe County, Nevada, 89550, USA
Listing for: Mariner
Full Time position
Listed on 2026-05-31
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm is seeking a Senior Wealth Advisor to lead a wealth management team in creating tailored wealth plans for high net worth clients. The ideal candidate will possess over 10 years of relevant experience, a Bachelor’s degree, and designations such as Series 65, CFP or CFA. Responsibilities include managing client relationships, collaborating with teams, and mentoring junior associates.

Candidates should have exceptional interpersonal skills, attention to detail, and a commitment to professional growth. This position supports work-life balance and fosters career development.
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Position Requirements
10+ Years work experience
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