Mariner
Senior Wealth Advisor
Amarillo, TX · Senior
Sponsorship not specifiedDetected 124 days ago
AccountingCommunicationCollaborationTime ManagementMentoring
About the role
- 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
- 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
- Excellent organizational and time management skills in a high energy environment to manage multiple priorities
Requirements
- 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
- Note: All Senior Wealth Advisors must have a clean U4 with no disclosures.
- All Senior Wealth Advisors must have a clean U4 with no disclosures.
Skills
- 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 or ultra-high net worth clients
- Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
- Highly effective interpersonal, relationship management, and communication skills
- Demonstrated talent development experience, as well as training and mentoring new staff
- Strong attention to detail
Benefits
- Commitment to advanced continuing education and team development at all levels
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This listing is sourced directly from Mariner's careers page and normalized into a canonical job model.