Senior Wealth Advisor | Lead Client Strategy & Team Growth
marinerAustin, TX
Senior Wealth Advisor | Lead Client Strategy & Team Growth
marinerAustin, TX
7 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesAdministrative Management and General Management Consulting ServicesAbout 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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