Senior Wealth Advisor: Lead High-Net-Worth Planning

Mariner

Reno, NV

JOB DETAILS
SKILLS
Career Development, Chartered Financial Analyst (CFA), Customer Relationship Management (CRM), Detail Oriented, Financial Services, High Net Worth, Interpersonal Skills, Mentoring, Series 65, Wealth Management
LOCATION
Reno, NV
POSTED
2 days ago

A financial services firm is seeking a Senior Wealth Advisor to lead a wealth management team in creating tailored wealth plans for high net worth clients. The ideal candidate will possess over 10 years of relevant experience, a Bachelor's degree, and designations such as Series 65, CFP or CFA. Responsibilities include managing client relationships, collaborating with teams, and mentoring junior associates. Candidates should have exceptional interpersonal skills, attention to detail, and a commitment to professional growth. This position supports work-life balance and fosters career development.#J-18808-Ljbffr

About the Company

M

Mariner