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Lead Senior Wealth Planner UHNW Clients
Job in
Burlington, Chittenden County, Vermont, 05405, USA
Listed on 2026-01-15
Listing for:
Mariner Holdings
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A national financial services firm is seeking a Senior Wealth Advisor to lead a wealth management team. This role focuses on creating comprehensive wealth plans aligned with clients' goals. Ideal candidates will have over 10 years of relevant experience and possess certifications such as Series 65, CFP, or CFA. The position involves cultivating client relationships, leading meetings, and mentoring associates.
Join a company dedicated to professional growth, diversity, and community impact.
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Position Requirements
10+ Years
work experience
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