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Senior Wealth Advisor: Lead HNW Planning & Team
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-01-16
Listing for:
Mariner Holdings
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A financial services firm in San Antonio is seeking a Senior Wealth Advisor to lead a wealth management team and cultivate long-term client relationships. The successful candidate will have over 10 years of relevant experience and hold a Series 65, CFP, or CFA certification. This role involves leading client meetings, providing tailored wealth management advice, and mentoring junior team members.
The firm values professional growth, teamwork, and community engagement.
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Position Requirements
10+ Years
work experience
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