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Senior Wealth Advisor: Lead HNW Planning & Team
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-01-19
Listing for:
Mariner Holdings
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading wealth management firm in San Antonio seeks a Senior Wealth Advisor to lead a team in creating comprehensive wealth plans aligned with client goals. This role requires over 10 years of financial planning experience and a Series 65, CFP, or CFA certification. Key responsibilities include cultivating client relationships, providing wealth management advice, and mentoring associates to foster a high-performing team environment that balances work and growth opportunities.
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Position Requirements
10+ Years
work experience
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