Senior Wealth Advisor

Job Description

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

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

• 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.

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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.

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