Senior Wealth Advisor | Lead Client Strategy & Team Growth
marinerAustin, TX
Senior Wealth Advisor | Lead Client Strategy & Team Growth
marinerAustin, TXSenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesAdministrative Management and General Management Consulting Services
APPLY NOW (opens in a new tab)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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Level
Senior L5
Location
Austin, TX
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
4 days ago