Senior Wealth Advisor
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-10-17
Listing for:
Mariner Wealth Advisors, LLC
Full Time
position Listed on 2026-10-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Job Description
The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities- Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
- Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals.
- Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios.
- Participate in building new client relationships in collaboration with strategic partners.
- Commitment to advanced continuing education and team development at all levels.
- Train and mentor associates across the wealth advisory team.
- Bachelor’s degree required.
- 10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience.
- Series 65, CFP or CFA required.
- Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning.
- Depth of experience working with high net worth
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×