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Senior Wealth Advisor | Lead Client Strategy & Team Growth

L5

marinerAustin, TX7 days ago

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesAdministrative Management and General Management Consulting Services
Mariner is seeking a Senior Wealth Advisor in Austin, Texas, to lead a wealth management team in crafting comprehensive financial strategies. The ideal candidate has over 10 years of experience, strong client relationship skills, and a Bachelor's degree, along with certifications like Series 65, CFP, or CFA. Responsibilities include cultivating client relationships, leading meetings, and mentoring team associates. This role offers a dynamic environment for professional growth and advanced training opportunities.
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Apply now (opens in a new tab)

Level

SeniorL5

Location

Austin, TX

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

7 days ago

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