Senior Wealth Advisor
MarinerBellevue, Washington, United States
Posted July 18, 2025
Full Time
About the Company
Mariner was a technology firm based in Charlotte, NC from 1998 to 2022, offering custom business applications and data analytics solutions across various industries. The company pivoted to AI-based computer vision products later in its lifespan, focusing on improving manufacturing quality through predictive maintenance and visual inspection technologies. Mariner's reputation for integrity and professionalism attracted talented employees who delivered high-value solutions to loyal customers.
Job Description
Mariner is seeking a Senior Wealth Advisor to lead a team and create comprehensive wealth plans for clients. The role focuses on building client relationships, providing financial guidance, and mentoring associates. The company values employee growth and community involvement.
Requirements
- Bachelor’s degree required
- 10+ years’ experience in financial planning, accounting, or related field
- Series 65, CFP or CFA license required
- Strong interpersonal and communication skills
- Commitment to continuous education
Benefits
- Innovative workplace
- Culture of camaraderie, teamwork, and work-life balance
- Progressive opportunities for professional growth
- Mentorship
- Active mentorship and training program
- Drug-free workplace