--- title: 'Senior Wealth Advisor at Mariner' canonical: 'https://feeny.ai/job/senior-wealth-advisor-mariner-tigard-12arxfga4p8w' type: 'job' last_seen: '2026-09-10' --- # Senior Wealth Advisor at Mariner - **Company:** Mariner - **Location:** Tigard, OR - **Compensation:** $150k–$200k - **Employment:** full-time - **Work type:** onsite - **Posted:** 2026-06-03 - **Last confirmed live:** 2026-09-10 - **Apply:** https://jobs.ashbyhq.com/mariner-careers/0def50bb-3e07-45c7-b648-85311dd0e6d7/application **Skills:** Financial planning, Wealth management, Fee-based consulting, Tax planning, Mutual funds, Money manager programs, Insurance, eMoney, MoneyGuide Pro > Lead a wealth management team to create comprehensive financial strategies for high-net-worth clients. Cultivate client relationships, mentor associates, and deliver customized investment advice while ensuring regulatory compliance and professional development. ## 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](https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/). ## EOE M/F/D/V ## 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. ## Why Work Here - **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. ## Sources 1. [joinmariner.com/about-mariner/](https://joinmariner.com/about-mariner/) 2. [marinerwealthadvisors.com/careers/](https://www.marinerwealthadvisors.com/careers/) 3. [joinmariner.com](https://joinmariner.com/) 4. [joinmariner.com/why-mariner](https://joinmariner.com/about-mariner/why-mariner/) 5. 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