Mariner in New York, NY seeks a Senior Wealth Advisor to lead a wealth management team and create comprehensive wealth plans aligned with client goals. Responsibilities include cultivating client relationships, leading meetings, and mentoring associates. Candidates must have a Bachelor’s degree, 10+ years of relevant experience, and Series 65, CFP, or CFA certification. The role requires mastery of financial planning software like eMoney and MoneyGuide Pro, excellent communication skills, and strong attention to detail. Commitment to team development is essential.
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Senior Wealth Advisor: High-Net-Worth Strategy Leader in new york at Unknown Company
This position is listed as full time and onsite.