Mariner · 1 day ago
Senior Wealth Advisor
United States
Full-time
Remote
Senior Level, Lead/Staff
$150K/yr - $200K/yr
10+ years expMariner is a firm focused on providing customized financial advice to ultra-high-net-worth families. The Senior Wealth Advisor will lead client relationships and deliver integrated recommendations, focusing on the depth and complexity of financial planning rather than sales volume.
ConsultingFinanceProperty & Casualty InsuranceFinancial ServicesRisk Management
Responsibilities
Lead relationships with ultra-high-net-worth families and serve as the primary point of accountability
Run client conversations that go beyond portfolios—estate structures, tax strategy, and family dynamics are core to the work
Navigate complex planning scenarios, including: Liquidity events, Concentrated positions, Trust design, Business succession
Coordinate across internal specialists (estate, tax, investments, and family office services) to deliver integrated recommendations
Own the quality and clarity of advice delivered to clients
Mentor support advisors by showing them how to think through complexity, not just execute tasks
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
Experience working directly with $25M+ client households, ideally higher
Deep expertise in comprehensive planning across investments, tax, and estate strategy
Ability to operate effectively in ambiguous, high-stakes situations
Strong communication skills; able to translate complex strategies into clear client guidance
High attention to detail with strong critical thinking skills
Collaborative mindset; comfortable working with and relying on specialized teams
Demonstrated ability to build trust with ultra-high-net-worth clients
All Senior Wealth Advisors must have a clean U4 with no disclosures
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
100%
Represents job field similar to this job
Accounting and Finance
Trends of Total Sponsorships
*2026 (1)
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
F
Faith Xenos
Director and Senior Wealth Advisor
Recent News
2026-07-10
2026-07-08
2026-06-11
Company data provided by crunchbase