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About the role

Mariner is seeking a Senior Wealth Advisor in Austin, Texas, to lead a wealth management team in crafting comprehensive financial strategies. The ideal candidate has over 10 years of experience, strong client relationship skills, and a Bachelor's degree, along with certifications like Series 65, CFP, or CFA. Responsibilities include cultivating client relationships, leading meetings, and mentoring team associates. This role offers a dynamic environment for professional growth and advanced training opportunities.

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JOB OVERVIEW

Experience level

Senior

Location

Austin, TX

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

7 days ago

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