Mariner
Senior Wealth Advisor
United States · Senior
Sponsorship not specifiedDetected 97 days ago
AccountingCommunicationCritical Thinking
About the role
- This role is focused on advice quality, depth, and complexity-not sales production or high client volume.
- This role is built for advisors who want to go deep, not wide.
Responsibilities
- Lead relationships with ultra-high-net-worth families and serve as the primary point of accountability
- Coordinate across internal specialists (estate, tax, investments, and family office services) to deliver integrated recommendations
- Own the quality and clarity of advice delivered to clients
- Mentor support advisors by showing them how to think through complexity, not just execute tasks
- As a Senior Wealth Advisor on the Mariner Ultra team, you will lead relationships with ultra-high-net-worth families, delivering highly customized, integrated advice across complex financial situations.
- You will work within a team-based model, partnering with internal specialists to develop and deliver thoughtful recommendations that reflect the full scope of each client's financial life.
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
- Experience working directly with $25M+ client households, ideally higher
- Deep expertise in comprehensive planning across investments, tax, and estate strategy
- Ability to operate effectively in ambiguous, high-stakes situations
- Strong communication skills; able to translate complex strategies into clear client guidance
- High attention to detail with strong critical thinking skills
- Collaborative mindset; comfortable working with and relying on specialized teams
- Demonstrated ability to build trust with ultra-high-net-worth clients
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This listing is sourced directly from Mariner's careers page and normalized into a canonical job model.