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Wealth Advisor: HNW Planning & Client ; Hybrid

Job in Plano, Collin County, Texas, 75086, USA
Listing for: Mariner Holdings
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 63000 - 108000 USD Yearly USD 63000.00 108000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor: HNW Planning & Client Growth (Hybrid)
A leading wealth management firm in Texas seeks a skilled professional to provide comprehensive financial planning and advice to high net worth clients. The role involves developing customized portfolios, managing client relationships, and support in the sales process. Ideal candidates will have a degree in finance, relevant experience, and possess a CFP designation or Series 65. A hybrid work model is available, and the compensation ranges from $63,000 to $108,000, reflecting geographic considerations.
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