Mariner Careers
Senior Wealth Advisor
2mo ago
300000 –600000 USD / yearUSASeniorRemotefinancial planningestate planningtax strategyfamily office services
Lead relationships with ultra-high-net-worth families providing customized, integrated financial advice with focus on depth and complexity.
Requirements
- 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
Other
- As a Senior Wealth Advisor on the Mariner Ultra team, you will lead relationships with ultra-high-net-worth families, delivering highly customized, integrated advice across complex financial situations.
- You will work within a team-based model, partnering with internal specialists to develop and deliver thoughtful recommendations that reflect the full scope of each client’s financial life.
- This role is focused on advice quality, depth, and complexity—not sales production or high client volume. This role is built for advisors who want to go deep, not wide.
- 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
- 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
- Note: All Senior Wealth Advisors must have a clean U4 with no disclosures.
- #LI-TH1
- We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
- By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .
- EOE M/F/D/V