Senior Wealth Advisor | Lead Client Strategy & Team Growth
Mariner
Mariner is looking for a Senior Wealth Advisor in San Antonio, Texas. This role requires leading a wealth management team to create tailored financial strategies for clients. Candidates should possess a bachelor's degree and at least 10 years of relevant experience, including Series 65, CFP, or CFA certification. Responsibilities include managing client relationships, offering innovative solutions during planning cycles, and mentoring associates. The role requires strong interpersonal skills and experience with high-net-worth individuals. #J-18808-Ljbffr Mariner
Vacancy posted 5 days ago
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