About this opportunity
Mariner lists this Senior Wealth Advisor: Lead High-Net-Worth Planning opportunity in reno, Nevada. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A financial services firm is seeking a Senior Wealth Advisor to lead a wealth management team in creating tailored wealth plans for high net worth clients. The ideal candidate will possess over 10 years of relevant experience, a Bachelor’s degree, and designations such as Series 65, CFP or CFA. Responsibilities include managing client relationships, collaborating with teams, and mentoring junior associates. Candidates should have exceptional interpersonal skills, attention to detail, and a commitment to professional growth. This position supports work-life balance and fosters career development.
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Worksite address
reno, NV, 89550, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.