Senior Wealth Advisor
Mariner Wealth Advisors
Remote · San Antonio, TX · $150k–$350k a year · Posted May 7, 2026
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Where San Antonio, TX ranks
Where San Antonio, TX placed in our monthly rankings, month by month. Each month stays online at its own address.
November 2026
- #1Best all-round cities for new graduates in the Southwest67 / 100 · of 15
- #5Cities with the most jobs that do not need a four-year degree in the Southwest136 jobs · of 38
- #5Cities hosting the most business conferences in the Southwest29 conferences · of 16
- #6Best college towns for junior jobs in the Southwest36% · of 32
- #6Cities hosting the most government & public sector conferences5 conferences · of 29
- #7Best cities for pay after cost of living in Texas$123k · of 8
How AI is used in this kind of work
Among personal financial advisors, AI is already used for a large share of the tasks. Measured exposure for personal financial advisors: 35% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
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 https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/.
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