Senior Wealth Advisor at Mariner (San Antonio, TX)

Mariner· San Antonio, TX· $150k–$350k·3d ago

Role details

Salary

$150k–$350k

Work type

Hybrid

Employment

Full-Time

Skills

Wealth managementFinancial planningTaxMutual fundsMoney manager programsInsuranceeMoneyMoneyGuide ProInvestment software

Benefits

Professional Growth Opportunities · Work-Life Balance · Inclusive Culture

Summary

The Senior Wealth Advisor leads a wealth management team to create comprehensive financial strategies for high-net-worth clients. This role involves cultivating client relationships, mentoring associates, and collaborating with a team to provide customized investment portfolios and financial planning solutions.

Job description

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.

Why work at Mariner

Culture highlights: Collaborative, team‑oriented, and driven by a “clients first” mantra. Values diversity and inclusion, and offers a sense of belonging to a shared mission.
Remote/hybrid/office policy: Supports different ways of working—advisors and associates have flexibility to engage in‑office or remotely. “Dress for your day” policy.
Notable perks and benefits:
- Comprehensive healthcare (medical, vision, dental)
- Paid time off, 11 paid holidays, parental leave
- 401(k) with company match
- Wellness program, HSA & FSA, life & AD&D insurance
- Telehealth, associate assistance fund, health & wellness awards
- Education reimbursement, wealth advisory services
- Client and associate referral bonuses, peer recognition program
- Paid volunteer hours, identity theft protection
- Discounts at local and national stores
Engineering/IT culture: Corporate opportunities in IT, operations, marketing, HR, legal, and finance—all part of building the platform that supports advisors.

About Mariner

Company Overview

One-liner: Mariner is a privately held national financial services firm built to support modern wealth needs and the advisors who serve them, providing wealth management, investment solutions, and operational support.
Entity Type: Private (privately held)
Headquarters: Overland Park, Kansas, United States (based on company website and industry sources)
Founded: 2006
Founders: Marty Bicknell

Core Business

Primary industry: Financial services – wealth management, investment advisory, and RIA (Registered Investment Advisor) platform.
Target customers: B2B (financial advisors, independent practices) and B2C (high-net-worth and mass-affluent clients served through advisors). Serves enterprise‑scale and independent advisors.
Mission or purpose statement: “Positively impact the lives of many” by creating opportunities for clients, advisors, and communities.

Products & Services

Wealth Management Platform: A comprehensive suite of services including investment management, estate planning, tax advice, insurance, and wealth advisory backed by in‑house specialists.
Mariner Advisor Model: Advisors join as firm employees with access to national‑scale resources, back‑office support, and collaboration.
Mariner Independent: Advisors own their own practice while partnering with Mariner for infrastructure, compliance, and specialized expertise.
Corporate Services: Support for tax professionals, operations, IT, marketing, HR, legal, and accounting & finance roles within the firm.

Market Standing

Valuation/Market Cap: Not publicly available (privately held, no disclosed valuation)
Key Metric: Over $632 billion in assets under advisement as of December 31, 2025. The firm started with $300 million in 2006.
Notable Investors/Partners: Barron’s ranked Mariner #6 Mega RIA in 2025 (top five 100 RIAs from 2016‑2024). No external equity investors disclosed.
Growth Signals:
- Sustained ranking as a top‑tier RIA.
- Active acquisition strategy (multiple firms joining the Mariner family).
- Continued investment in people, technology, and capabilities.
- Donated through the Mariner Foundation in 2025.

Competitive Advantages

Scale with autonomy: Advisors gain the infrastructure and specialist teams of a national firm while retaining the ability to operate in the model that best fits their goals (employee‑advisor or independent).
In‑house expertise: Dedicated teams in tax, estate planning, insurance, and investment management reduce the need for third‑party outsourcing.
Multiple partnership pathways: Unique flexibility to join as an advisor, via acquisition, or as an independent practice owner—all under the same brand and support umbrella.
Culture of collaboration: Knowledge‑sharing and team‑oriented environment with a focus on putting clients first.

Strategic Focus

Growth through advisor support: Positioned to help advisors navigate the expected exit of up to 110,000 advisors over the next decade (per McKinsey) by providing the infrastructure to scale their practices.
Continued expansion: Building out geographic presence and service capabilities via acquisitions and organic development.
Technology and capability investment: Ongoing updates to business operations infrastructure to allow advisors to focus on clients.
Deepening client relationships: Expanding tax, estate, and insurance services that were often built in response to client needs.

Sources