Mariner · 1 day ago
Senior Wealth Advisor
Amarillo, TX
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expMariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. The senior wealth advisor will lead a wealth management team to create comprehensive wealth plans that align with each client’s goals and values, while also cultivating client relationships and mentoring associates.
ConsultingFinancial ServicesRisk Management
Responsibilities
Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs
Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals
Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios
Participate in building new client relationships in collaboration with strategic partners
Commitment to advanced continuing education and team development at all levels
Train and mentor associates across the wealth advisory team
Qualification
Required
Bachelor's degree required
10+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience
Series 65, CFP or CFA required
Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
Depth of experience working with high net worth or ultra-high net worth clients
Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
Highly effective interpersonal, relationship management, and communication skills
Demonstrated talent development experience, as well as training and mentoring new staff
Excellent organizational and time management skills in a high energy environment to manage multiple priorities
Strong attention to detail
All Senior Wealth Advisors must have a clean U4 with no disclosures
Benefits
Progressive opportunities
Actively nurturing professional growth
Giving back to the community
Innovative workplace
Culture that fosters camaraderie
Teamwork
Work-life balance
Company
Mariner
Your wealth plan shouldn’t sit still. Neither do we.
1001-5000 employees
H1B Sponsorship
Mariner has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$75MKey Investors
Neuberger BermanPenfund
2024-10-29Private Equity
2022-01-06Debt Financing· $75M
Leadership Team
Marty Bicknell
Founder, CEO & President
F
Faith Xenos
Director and Senior Wealth Advisor
Recent News
Morningstar.com
2025-08-26
2025-05-02
2025-04-30
Company data provided by crunchbase