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Senior Wealth Advisor Jobs (NOW HIRING)

Mariner

Senior Wealth Advisor

San Antonio, TX · On-site

$150K - $350K/yr

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

Mariner

Senior Wealth Advisor

New York, NY · On-site

$150K - $350K/yr

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

Beacon Pointe

Senior Wealth Advisor

Scottsdale, AZ · On-site

$80 - $120/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long‑term relationships with clients. The role partners closely with high-net‑worth ...

New

Beacon Pointe

Senior Wealth Advisor

Sarasota, FL · On-site

$90 - $150/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long‑term relationships with clients. The role partners closely with high-net‑worth ...

New

Mariner

Senior Wealth Advisor

Reno, NV · On-site

$150K - $350K/yr

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

Mariner

Senior Wealth Advisor

Tigard, OR · On-site

$150K - $200K/yr

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

Beacon Pointe

Senior Wealth Advisor

Fort Worth, TX · On-site

$100 - $150/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth ...

New

Beacon Pointe

Senior Wealth Advisor

Saint Louis, MO · On-site

$90 - $120/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth ...

New

Beacon Pointe

Senior Wealth Advisor

Seattle, WA · On-site

$80 - $120/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth ...

New

Beacon Pointe

Senior Wealth Advisor

Greensboro, NC · On-site

$80 - $150/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long‑term relationships with clients. The role partners closely with high-net‑worth ...

New

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Senior Wealth Advisor information

See salary details

$69.5K

$133.2K

$210K

How much do senior wealth advisor jobs pay per year?

As of Aug 8, 2026, the average yearly pay for senior wealth advisor in the United States is $133,162.00, according to ZipRecruiter salary data. Most workers in this role earn between $112,000.00 and $147,500.00 per year, depending on experience, location, and employer.

What are some common challenges senior wealth advisors face when managing high-net-worth client portfolios?

Senior Wealth Advisors often encounter challenges such as navigating complex tax and estate planning needs, balancing diverse investment goals among family members, and adapting strategies to changing market conditions. They must also stay current with evolving regulations and ensure clear communication to build trust and retain clients. Successfully managing these aspects requires strong analytical skills, proactive relationship management, and close collaboration with legal, tax, and investment professionals.

What is a senior wealth advisor?

A Senior Wealth Advisor is a financial professional who provides comprehensive financial planning and investment management services to high-net-worth individuals, families, and sometimes businesses. They help clients develop strategies for building, preserving, and transferring wealth, often addressing areas such as retirement planning, tax strategies, estate planning, and risk management. Senior Wealth Advisors typically have significant experience in the financial industry and may hold advanced credentials, allowing them to handle complex financial situations and provide tailored advice to meet their clients’ goals.

What does a senior wealth advisor do?

A senior wealth advisor provides comprehensive financial planning and investment management services to high-net-worth clients. They analyze clients' financial situations, develop tailored strategies, and recommend investment products, often using financial planning software, while maintaining client relationships and ensuring regulatory compliance.

What are the key skills and qualifications needed to thrive as a senior wealth advisor?

To thrive as a Senior Wealth Advisor, you need expertise in financial planning, investment management, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field and certifications like CFP or CFA. Familiarity with financial planning software, portfolio management systems, and CRM tools is essential. Exceptional interpersonal skills, trustworthiness, and strong communication abilities distinguish top performers in this role. These skills are crucial for building long-term client relationships, delivering tailored financial strategies, and maintaining compliance in a highly regulated industry.
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Senior Wealth Advisor jobs near you
Infographic showing various Senior Wealth Advisor job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 71% Physical, 3% Hybrid, and 26% Remote job distribution, with an average salary of $133,162 per year, or $64 per hour.

Senior Wealth Advisor

Mariner

San Antonio, TX • On-site

$150K - $350K/yr

Full-time

Re-posted 2 days ago

Job description

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
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

Qualifications
  • 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

Skills And Knowledge
  • 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

Note: All Senior Wealth Advisors must have a clean U4 with no disclosures.
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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.
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