Senior Wealth Advisor | Hybrid, Growth & Client Strategy
marinerSan Diego, CA
Senior Wealth Advisor | Hybrid, Growth & Client Strategy
marinerSan Diego, CASenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOW (opens in a new tab)Mariner is seeking an experienced wealth advisor to join our wealth management team in San Diego. You will create comprehensive wealth plans, coordinate financial strategies, and ensure client goals align with their values and time horizon.
The successful candidate will collaborate with a high-performing team, mentor associates, and actively grow our client base through strategic relationships and community networks.
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Level
Senior L5
Location
San Diego, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
3 days ago