Senior Wealth Advisor
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About The Position
The Senior Wealth Advisor position at Mariner is a pivotal role that involves leading a wealth management team to create comprehensive wealth plans tailored to each client's unique goals and values. This position requires a seasoned planner who is not only a thoughtful listener but also possesses a strong team mentality and a drive for both professional and personal growth. The successful candidate will be responsible for cultivating and retaining client relationships, inspiring confidence through demonstrated expertise, and ensuring that ongoing client needs are met effectively. In this role, the Senior Wealth Advisor will lead client meetings throughout all phases of the wealth planning cycle. This includes identifying complex issues and offering creative solutions that help clients achieve their financial goals. Collaboration is key, as the advisor will work closely with a team of wealth advisors to prepare and deliver comprehensive wealth management advice to high-net-worth clients. This involves crafting customized investment portfolios and providing thoughtful, comprehensive wealth management strategies. Additionally, the Senior Wealth Advisor will play a crucial role in building new client relationships in partnership with strategic partners. A commitment to advanced continuing education and team development is essential, as the advisor will also be responsible for training and mentoring associates across the wealth advisory team. This position not only demands technical expertise but also a passion for nurturing talent and fostering a collaborative team environment.
