Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisor

Mariner

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

Note: All Senior Wealth Advisors must have a clean U4 with no disclosures.

#LI-AB1

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

EOE M/F/D/V
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor in Amarillo, TX vacancy
  •  ...Position Description: We are searching for a full-time in-office Senior Loan Officer to work in our Amarillo, Texas location. This position processes and approves loans in assigned territory within the limits of specific delegated authority consistent with Association... 
    Senior
    Full time
    Work at office

    AgFirst

    Amarillo, TX
    4 days ago
  • Amarillo-Soncy Branch Amarillo, TX 79119, USA Description This Senior Commercial Loan Officer is responsible for extending credit within the policies and guidelines set forth in the loan policy. This position ensures that all loan decisions, actions, and recommendations... 
    Senior
    Night shift
    Afternoon shift

    Happy State Bank

    Amarillo, TX
    4 days ago
  • $97.6k - $138.6k

    Are you looking for an exciting job where you can put your skills and talents to work at a company you can feel proud to be a part of? Do you want a workplace that will challenge you and offer you opportunities to learn and grow? A position at Xcel Energy could be just ...
    Senior
    Full time
    Contract work
    Temporary work
    For contractors
    Work at office

    Xcel Energy

    Amarillo, TX
    2 days ago
  • Education Credit Union is seeking a Mortgage Loan Underwriter to analyze and decide mortgage loans in accordance with ECU lending guidelines and applicable regulations. The role requires staying current with policies and market conditions. You will evaluate borrower credit...
    Senior

    Education Credit Union

    Amarillo, TX
    13 hours ago
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...
    Suggested
    Full time
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Amarillo, TX
    1 day ago
  • Aramark Nexus is seeking a VP and Managing Director to guide a large-scale workforce hospitality community from startup through full operations. You will lead on-site performance, define standards, and drive service excellence across multiple service lines in a premium...
    Senior
    Relocation
    Relocation package

    Aramark

    Amarillo, TX
    2 days ago
  • $45k - $100k

     ...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...  ...achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Amarillo, TX
    2 days ago
  • $50k

     ...contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Amarillo, TX
    5 days ago
  •  ...Job Description Job Description Description: Role Overview Fermi America is seeking a Senior Data Center Design Integration Manager to serve as the owner’s representative overseeing the design and engineering integration process for Fermi’s hyperscale data center... 
    Senior
    For contractors

    Fermi LLC

    Amarillo, TX
    7 days ago
  • $16.75 - $17 per hour

    Assistant Store Manager Hourly rate ranges from $16.75 - $17.00 per hour and is dependent upon qualifications and experience. Benefits include: Company Paid Sick Time, Paid Vacation Time, Paid Holidays, Bereavement Pay, Jury Duty Pay, Contest Prize Awards, 401K Plan...
    Senior
    Hourly pay
    Local area
    Remote work

    Spencer Gifts

    Amarillo, TX
    5 days ago
  • $60k - $100k

     ...Worker (LCSW) to join our compassionate team in Amarillo, Texas. This full-time role is uniquely positioned to impact the lives of seniors within a remote work setting while delivering essential social work services through our community health clinic. If you are passionate... 
    Senior
    Remote job
    Full time
    Local area
    Relocation
    Monday to Friday
    Afternoon shift

    Marriage Matters Counseling

    Amarillo, TX
    7 days ago
  • $18.15 - $19.4 per hour

    ## Financial CounselorApplylocations: Amarillo, TXtime type: Full timeposted on: Posted Todayjob requisition id: R046634**Thank you for considering a career at Ensemble!**Ensemble is a leading provider of technology-enabled revenue cycle management solutions for health ...
    Local area
    Remote work
    Shift work
    Night shift
    Weekend work

    Ensemble Health Partners

    Amarillo, TX
    4 days ago
  • External Applicants: Please apply through Prosperity Bank's Career Center at . Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal...
    Full time
    Work at office
    Monday to Friday

    Prosperity Bank

    Amarillo, TX
    1 day ago
  • $38 - $43 per hour

     ...to everyone we serve. Together, with co-founder Alexander Page, they are committed to driving positive change in home health care. Senior Case Manager - Amarillo, TX Trusted Ally Home Care is a growing multi-state home care agency that specializes in providing nursing... 
    Senior

    Trusted Ally Home Care

    Amarillo, TX
    1 day ago
  •  ...Senior Audit Associate We are seeking a detail-oriented and experienced Senior Audit Associate to join our audit and assurance team. The Senior Audit Associate will lead and execute audit engagements, provide assurance services, and support clients across industries... 
    Senior
    Contract work

    Fields Nemec & P.C

    Amarillo, TX
    1 day ago
  • $50k

    Elite Construction Management RoleOwn the Build. Lead the Impossible. Deliver the Future.We're recruiting for an elite construction management firm — known in the data center industry for delivering some of the most complex, high-stakes, and high-profile projects in the...
    Senior
    For contractors

    Irecruit LLC

    Amarillo, TX
    13 hours ago
  • $80k - $100k

     ...Job Description Position Overview\n The Senior Licensed Clinical Social Worker will play a pivotal role in delivering comprehensive mental health services to students in a school setting. This full-time, remote position focuses on supporting the emotional and psychological... 
    Senior
    Remote job
    Full time
    Relocation package
    Flexible hours
    Afternoon shift

    Western Reflections Counseling

    Amarillo, TX
    22 days ago
  •  ...Senior Vice President of Marketing About the Company High-growth builder's risk insurance platform with multiple carrier entities. Industry Insurance Type Privately Held, Private Equity-backed About the Role The Company is in search of a Senior... 
    Senior

    Confidential

    Amarillo, TX
    5 days ago
  • Google is seeking an Operations Technician to install, configure, test, troubleshoot, and maintain hardware and server software for its data center infrastructure. The role involves deploying new infrastructure, diagnosing complex issues, and coordinating with teams on ...
    Senior

    Google

    Amarillo, TX
    1 day ago
  •  ...Overview The Senior Project Manager provides strategic leadership and oversight of large-scale and complex water and wastewater infrastructure projects for public, private, and special‑purpose utility district clients. This role is accountable for client satisfaction,... 
    Senior
    Monday to Friday

    Pape-Dawson Consulting Engineers, LLC

    Amarillo, TX
    2 days ago
  •  ...Senior Vice President, Integrated Marketing About the Company Innovative communications agency for disruptive companies Industry...  ...marketing offerings. This role involves serving as a trusted advisor to priority clients, building and scaling integrated marketing... 
    Senior

    Confidential

    Amarillo, TX
    5 days ago
  •  ...Senior Project Manager - Industrial ConstructionWe are seeking highly experienced Senior Project Managers to lead capital and operational projects in highly regulated industrial environments. This role requires a seasoned professional who can independently manage projects... 
    Senior
    Relocation

    Turner & Townsend

    Amarillo, TX
    2 days ago
  • Job Details Job Location: Amarillo Office - Amarillo, TX 79121 Position Type: Part Time Job Shift: Day Job Category: Banking Position Summary The Part-Time Teller is responsible for providing exceptional customer service while processing a variety of financial transactions...
    Part time
    Work at office
    Flexible hours
    Shift work

    Western Bank, a Division of American National Bank

    Amarillo, TX
    1 day ago
  • Teller PositionThis position requires professionalism, accuracy and good member relations skills. Position involves handling deposits, withdrawals, payments and transfers. Additional duties related to filing, waiting on drive-up window traffic, answering teller calls and...
    Part time

    Access Community Credit Union

    Amarillo, TX
    2 days ago
  • Brown & Fortunato, P.C. is seeking an experienced Senior Staff Accountant to join our national law firm. This role is ideal for an accounting professional with strong general ledger experience , solid technical skills, and the ability to manage financial operations in... 
    Senior

    Brown & Fortunato

    Amarillo, TX
    1 day ago
  • Part Time Afternoon/Closing hours: 1:00 PM-6:15 PM M-F; Saturday mornings 8:45-12:15 Role: To assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments. Essential Functions & Responsibilities: Receives and processes...
    Part time
    Day shift

    The People's Federal Credit Union

    Amarillo, TX
    4 days ago
  • Description GENERAL DESCRIPTION OF POSITION The Teller I conducts transactions quickly, accurately, and efficiently while meeting or exceeding service quality standards. This position safeguards bank assets assigned to them, contributing to the banks growth bank by promoting...
    Work at office
    Flexible hours
    Night shift

    Happy State Bank

    Amarillo, TX
    1 day ago
  • Credit Analyst II GENERAL DESCRIPTION OF POSITION The Credit Analyst II performs financial based analysis and underwriting of credits which is used by the bank to assess risk and monitor existing credits to entities or individuals. This position focuses on less complex...
    Work at office

    cen.ai

    Amarillo, TX
    5 days ago
  •  ...Senior Vice President, Integrated Marketing About the Company Innovative communications agency for disruptive companies Industry...  ...marketing offerings. This role involves serving as a trusted advisor to priority clients, building and scaling integrated marketing... 
    Senior

    Confidential

    Amarillo, TX
    1 day ago
  •  ...Senior Vice President of Product About the Company Innovative provider of towing management software & public safety solutions Industry Automotive Type Privately Held Founded 2002 Employees 51-200 Specialties towing management logistics... 
    Senior
    Remote work

    Confidential

    Amarillo, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor. Be the first to apply!