About this opportunity
Mariner lists this Senior Wealth Advisor: High-Net-Worth Strategy Leader opportunity in new york, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Mariner in New York, NY seeks a Senior Wealth Advisor to lead a wealth management team and create comprehensive wealth plans aligned with client goals. Responsibilities include cultivating client relationships, leading meetings, and mentoring associates. Candidates must have a Bachelor’s degree, 10+ years of relevant experience, and Series 65, CFP, or CFA certification. The role requires mastery of financial planning software like eMoney and MoneyGuide Pro, excellent communication skills, and strong attention to detail. Commitment to team development is essential.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.