Senior Wealth Advisor

Responsibilities

• Lead relationships with ultra-high-net-worth families and serve as the primary point of accountability
• Run client conversations covering estate structures, tax strategy, and family dynamics
• Navigate complex planning scenarios including liquidity events, concentrated positions, trust design, and business succession
• Coordinate across internal specialists to deliver integrated recommendations
• Own the quality and clarity of advice delivered to clients
• Mentor support advisors on navigating complexity

Requirements

• Bachelor’s degree
• 10+ years of experience in financial planning, accounting, legal, or relevant organizations
• Series 65, CFP, or CFA certification
• Experience working directly with $25M+ client households
• Deep expertise in comprehensive planning across investments, tax, and estate strategy
• Clean U4 with no disclosures

About the Company

Mariner provides integrated advice for complex financial situations, focusing on advice quality and depth for ultra-high-net-worth clients within a collaborative, team-based model.