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Senior Wealth Manager Jobs (NOW HIRING)

Mariner Finance

Senior Wealth Manager

Brooklyn, NY · On-site

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

Mariner Finance

Senior Wealth Manager

Pittsburgh, PA · On-site

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

Mariner

Senior Wealth Advisor

Amarillo, 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 ...

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

Tulsa, OK · 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 ...

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 ...

HORAN Wealth

Senior Wealth Advisor

Pittsburgh, PA · On-site

Senior Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt ... Do you enjoy the autonomy of managing your own book of business while being supported by a ...

Mariner

Senior Wealth Advisor

Austin, 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 ...

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Senior Wealth Manager information

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$45K

$102.8K

$121.5K

How much do senior wealth manager jobs pay per year?

As of Jun 16, 2026, the average yearly pay for senior wealth manager in the United States is $102,833.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,000.00 and $116,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Senior Wealth Manager, and why are they important?

To thrive as a Senior Wealth Manager, you need deep expertise in financial planning, investment strategies, and portfolio management, typically supported by a bachelor’s or master’s degree in finance and certifications like CFP or CFA. Proficiency with financial analysis tools, CRM systems, and portfolio management software is crucial for managing complex client accounts. Outstanding interpersonal skills, discretion, and the ability to build long-term client relationships set top professionals apart. These competencies are essential for delivering tailored wealth solutions, maintaining client trust, and driving business growth in a competitive financial services environment.

What is the difference between Senior Wealth Manager vs Financial Advisor?

AspectSenior Wealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentPrivate banks, wealth management firms, high-net-worth client officesIndependent practice, banks, financial planning firms
Employer & Industry UsageHigh-net-worth client focus, complex financial planningBroader client base, including middle-income clients

The main difference is that Senior Wealth Managers typically handle more complex, high-net-worth client portfolios and often have advanced certifications. Financial Advisors serve a broader client base with simpler financial planning needs. Both roles require relevant licenses and certifications, but Senior Wealth Managers usually operate in more specialized, high-end environments.

What does a Senior Wealth Manager do?

A Senior Wealth Manager provides comprehensive financial planning and investment management services to high-net-worth individuals, families, or organizations. Their responsibilities include assessing clients' financial goals, developing personalized strategies, managing investment portfolios, and offering advice on taxes, estate planning, and retirement. They often coordinate with other professionals like accountants and attorneys to ensure a holistic approach to wealth management. Their expertise helps clients grow, preserve, and transfer wealth effectively.

How does a Senior Wealth Manager typically collaborate with other financial professionals to serve clients?

Senior Wealth Managers often work closely with a team of professionals, including financial analysts, tax advisors, estate planners, and portfolio managers, to deliver comprehensive financial solutions for clients. This collaborative approach ensures that clients receive well-rounded advice that addresses investment planning, tax efficiency, estate structuring, and risk management. Regular meetings and strategy sessions are common, allowing the team to align on client goals and proactively address any changes in financial circumstances. As a Senior Wealth Manager, you'll frequently coordinate these efforts, acting as the main point of contact for clients and ensuring seamless communication among all parties involved.
What cities are hiring for Senior Wealth Manager jobs? Cities with the most Senior Wealth Manager job openings:
What states have the most Senior Wealth Manager jobs? States with the most job openings for Senior Wealth Manager jobs include:
Senior Wealth Manager

Senior Wealth Manager

Mariner Finance

Brooklyn, NY • On-site

Full-time

Posted 14 days ago

Mariner Finance rating

7.6

Company rating: 7.6 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
  • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients
  • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
  • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
  • Critical in supporting, retaining and building meaningful client relationships
  • Participate in the sales process in partnership with team to build new client relationships
  • Actively develop skills in various software programs for investment and financial planning
Qualifications
  • Bachelor's degree (degrees in finance or related field are a plus)
  • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
  • CFP designation or Series 65 required
Skills & Knowledge
  • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
  • Previous experience with high net worth or ultra-high net worth clients/families is preferred
  • Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
  • Highly effective interpersonal, relationship management and communication skills
  • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities
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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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