Mariner Wealth Advisors

  • Senior Wealth Advisor

    Job Location(s) US-OH-Cleveland
    Posted Date 2 months ago(1/3/2019 9:53 AM)
    # of Openings
    Wealth Management
  • Overview

    Mariner Wealth Advisors is a national wealth advisory firm.  Our mission is to help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come.  Simply put, we exist to be advocates.  We believe everyone can benefit from professional advice and, as our clients’ advocate, we help them make informed financial decisions so they can live a fulfilling life.


    We are seeking a Senior Wealth Advisor in Cleveland, OH. The Senior Wealth Advisor will utilize the firm’s resources to provide comprehensive wealth management advice to clients. Relying on financial planning knowledge, this position will drive the creation of financial plans and investment solutions.



    • Lead activities to provide the following for client relationships:
      • Comprehensive wealth planning that is customized to clients’ needs
      • Proactive communication and impeccable level of client service
      • Ongoing advice and consultation with clients to earn and maintain confidence as trusted advisor
    • Bear ultimate responsibility for client relationships and their retention
    • Build and maintain professional networks to foster new client development
    • Build and drive growth in partnership with Mariner’s Business Development and Marketing teams
    • Lead your team of advisors and client service associates


    • At least 10 years of experience in financial planning/holistic wealth management
    • Must be a current practitioner with current or previous leadership experience
    • Bachelor’s degree (prefer finance or related field); Master’s degree is preferred
    • CFP or CFA designation strongly preferred
    • Experience with high net worth clients
    • Strong management and organization skills
    • A positive attitude and high energy level
    • Ability to handle multiple tasks and shifting priorities
    • Demonstrated strong presentation, analytical, interpersonal, relationship management, and written and verbal communication skills


    We welcome your interest in being a part of the Mariner Wealth Advisors team.   We offer our associates an innovative and challenging place to work with camaraderie and teamwork.  We are a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition. 





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