Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Senior Wealth Advisor
Job
Mariner Wealth Advisors
Remote
$250,000 Salary, Full-Time
Review key factors to help you decide if the role fits your goals.
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
71
out of 100
Average of individual scores
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
Senior Wealth Advisor Mariner Wealth Advisors - 3.5 Reno, NV Job Details Full-time $150,000 - $350,000 a year 1 day ago Qualifications Bachelor's degree Practicing in the securities industry Full Job Description Location Reno, NV Address Reno, NV Employment Type Full time Location Type Hybrid Department Wealth Compensation $150K - $350K Our compensation reflects the cost of talent across multiple US geographic markets. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios Participate in building new client relationships in collaboration with strategic partners Commitment to advanced continuing education and team development at all levels Train and mentor associates across the wealth advisory team Qualifications Bachelor's degree required 10+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills And Knowledge Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning Depth of experience working with high net worth or ultra-high net worth clients Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro) Highly effective interpersonal, relationship management, and communication skills Demonstrated talent development experience, as well as training and mentoring new staff Excellent organizational and time management skills in a high energy environment to manage multiple priorities Strong attention to detail