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Lead Wealth Planner High-Net-Worth Clients

Job in Tigard, Washington County, Oregon, USA
Listing for: Mariner
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
Position: Lead Wealth Planner for High-Net-Worth Clients

Mariner is seeking a Senior Wealth Advisor to lead a wealth management team in delivering comprehensive plans aligned with clients' goals and values. The role requires an experienced planner, thoughtful listener, and a strong team mindset to grow professionally and personally.

The successful candidate will manage client relationships, lead meetings across the wealth planning cycle, and collaborate with a team to provide tailored wealth management and investment portfolios for high-net-worth

The Lead Wealth Planner for High-Net-Worth Clients role at Mariner is now open for applications in Tigard, OR, United States.

We are looking to fill the Lead Wealth Planner for High-Net-Worth Clients position at Mariner in Tigard, OR, United States.

Join us at Mariner as our next Lead Wealth Planner for High-Net-Worth Clients in Tigard, OR, United States.

We are currently recruiting a Lead Wealth Planner for High-Net-Worth Clients for our team in Tigard, OR, United States.

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