Mariner Careers

Senior Wealth Advisor

Tigard, OR

hirly Pro

Get in front of the people hiring at Mariner Careers

Reach the hiring manager at Mariner Careers on LinkedIn, from your own account
hirly applies to this job for you, with unlimited applications
A resume and cover letter written for this job, unlimited
The hiring manager and recruiter at Mariner Careers, with contact details

Get Pro for this job →

$49 a month · ₹1,999 for 30 days in India · cancel any time

Get past the screening software and onto a recruiter's desk

hirly rewrites your resume for this job — matching the keywords and skills in the posting, moving your most relevant experience to the top, and writing a cover letter to fit. About 30 seconds.

Keywords matched to this posting
Fit score before you apply
Cover letter included

Matched against 3M live jobs from 220,000+ employers in 200+ countries.

Tailor my resume for this job →

Apply from your AI assistant

Connect hirly to Claude or ChatGPT and ask it to apply to this job. hirly tailors your resume, fills the employer’s form and asks before sending.

See how it works

Some employer sites stop an application at a CAPTCHA or sign-in and hand it back with a link. Applying needs a paid plan. Works with any assistant that supports MCP.

hirly's read of this role

Seniority: Senior
Stated salary: $150,000 – $200,000 per year
Country: US
Work mode: On-site / unstated
First seen by hirly: 1 Sept 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

Job Description
The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

Responsibilities

Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs

Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals

Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios

Participate in building new client relationships in collaboration with strategic partners

Commitment to advanced continuing education and team development at all levels

Train and mentor associates across the wealth advisory team

Qualifications

Bachelor’s degree required

10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience

Series 65, CFP or CFA required

Skills And Knowledge

Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning

Depth of experience working with high net worth or ultra-high net worth clients

Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)

Highly effective interpersonal, relationship management, and communication skills

Demonstrated talent development experience, as well as training and mentoring new staff

Excellent organizational and time management skills in a high energy environment to manage multiple priorities

Strong attention to detail

Note: All Senior Wealth Advisors must have a clean U4 with no disclosures.

#LI-AB1

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .

EOE M/F/D/V

Original posting on Mariner Careers's site ↗

Listed on hirly, a job board. hirly is not the employer: Mariner Careers is hiring for this role.

Want this one?

Upload your resume and hirly rewrites it for this job and writes the cover letter — in about thirty seconds, before you sign up.

Tailor my resume for this job