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Senior Wealth Planner Jobs (NOW HIRING)

Mariner

Senior Wealth Advisor

Manhattan, NY · On-site

$100 - $150/hr

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

Mariner

Senior Wealth Advisor

San Antonio, TX · On-site

$150K - $350K/yr

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

Mariner

Senior Wealth Advisor

New York, NY · On-site

$150K - $350K/yr

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

Mariner

Senior Wealth Advisor

Amarillo, TX · On-site

$150K - $350K/yr

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

Mariner

Senior Wealth Advisor

Reno, NV · On-site

$150K - $350K/yr

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

Mariner

Senior Wealth Advisor

Tigard, OR · On-site

$150K - $200K/yr

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

HUB International

Senior Wealth Advisor

Austin, TX · On-site

$180 - $220/hr

The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Come learn and grow with a team that ...

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Mariner

Senior Wealth Advisor

Austin, TX · On-site

$150K - $350K/yr

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

HUB

Senior Wealth Advisor

Dallas, TX

$240K/yr

The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.Come learn and grow with a team that ...

HUB

Senior Wealth Advisor

Austin, TX · Hybrid

$200K/yr

The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.Come learn and grow with a team that ...

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Senior Wealth Planner information

See salary details

$50K

$89.7K

$124.5K

How much do senior wealth planner jobs pay per year?

As of Sep 2, 2026, the average yearly pay for senior wealth planner in the United States is $89,714.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,500.00 and $104,000.00 per year, depending on experience, location, and employer.

What is a senior wealth planner?

A Senior Wealth Planner is a financial professional who provides advanced advice and strategies to help clients manage, grow, and protect their wealth. They typically work with high-net-worth individuals and families, offering services such as investment management, estate planning, tax optimization, and retirement planning. Senior Wealth Planners often collaborate with other financial experts, such as attorneys and accountants, to create comprehensive financial plans tailored to each client's unique needs. Their goal is to help clients achieve long-term financial security and meet their personal and family objectives.

How does a senior wealth planner typically collaborate with other professionals to serve clients effectively?

A Senior Wealth Planner frequently works alongside attorneys, tax advisors, investment managers, and insurance specialists to provide comprehensive financial solutions for clients. This collaborative approach ensures that all aspects of a client's financial life—ranging from estate planning to tax optimization and investment strategy—are aligned and managed cohesively. Regular meetings and joint strategy sessions are common, allowing the Senior Wealth Planner to act as the central coordinator and trusted advisor for the client. Effective communication and teamwork are essential for delivering tailored, holistic advice that addresses complex client needs.

What are the key skills and qualifications needed to thrive as a senior wealth planner, and why are they important?

To thrive as a Senior Wealth Planner, you need deep expertise in financial planning, investment strategies, and tax regulations, typically supported by a bachelor's degree in finance or related fields and certifications such as CFP or CFA. Familiarity with financial planning software, portfolio management tools, and compliance systems is usually required. Exceptional interpersonal skills, analytical thinking, and the ability to build long-term client relationships help differentiate top performers. These skills ensure the delivery of tailored financial solutions, regulatory compliance, and lasting client trust in a highly competitive environment.

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

AspectSenior Wealth PlannerFinancial Advisor
CertificationsCFP, ChFC, or equivalentCFP, ChFC, or similar
Work EnvironmentHigh-net-worth client focus, comprehensive planningBroader client base, investment and retirement advice
Employer & Industry UsageWealth management firms, private banksBanks, independent firms, insurance companies

While both roles involve financial planning and certifications like CFP, Senior Wealth Planners typically focus on high-net-worth clients with comprehensive wealth strategies, whereas Financial Advisors serve a broader client base with investment and retirement advice. The Senior Wealth Planner role often involves more complex estate and tax planning, reflecting a higher level of specialization within wealth management.

How much do senior wealth planners earn?

Senior wealth planners typically earn between $80,000 and $150,000 annually, with total compensation often including bonuses and commissions based on client assets and performance. Salaries vary depending on experience, location, and the size of the firm, and advanced certifications like CFP or CFA can influence earning potential.
More about Senior Wealth Planner jobs

What cities are hiring for Senior Wealth Planner jobs?

Cities with the most Senior Wealth Planner job openings:

What states have the most Senior Wealth Planner jobs?

States with the most job openings for Senior Wealth Planner jobs include:

What job categories do people searching Senior Wealth Planner jobs look for?

The top searched job categories for Senior Wealth Planner jobs are:

Senior Wealth Planner jobs near you
Infographic showing various Senior Wealth Planner job openings in the United States as of August 2026, with employment types broken down into 59% Full Time, 40% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $89,714 per year, or $43.1 per hour.

Senior Wealth Advisor

Mariner

Manhattan, NY • On-site

$100 - $150/hr

Other

Re-posted 3 days ago

Job description

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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