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Lead Wealth Planner for High-Net-Worth Clients

tigard, or • Posted 1 weeks ago
Onsite Full Time Finance

Mariner is seeking a Senior Wealth Advisor to lead a wealth management team in delivering comprehensive plans aligned with clients' goals and values. The role requires an experienced planner, thoughtful listener, and a strong team mindset to grow professionally and personally.

The successful candidate will manage client relationships, lead meetings across the wealth planning cycle, and collaborate with a team to provide tailored wealth management and investment portfolios for high-net-worth

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