Senior Wealth Advisor

Company

Mariner

Where

New York, NY

Level

Senior

First seen

August 6, 2026

Listed via

Ashby

What the posting says

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…

Read more and apply on Mariner's site

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