Senior Wealth Advisor

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 Qualifications: - Bachelor’s degree...