Top 217 Senior advisor Jobs in Castle Hills Tx

Senior Wealth Advisor
Mariner Wealth Advisors —San Antonio, TX
- $150,000 - $350,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Team management
- Mentoring
Service Advisor / Writer
EURASIAN AUTO REPAIR —San Antonio, TX
- $65,000 - $130,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
2d
Tax & Accounting Senior Manager (CPA)
Dower & Associates —Texas
- $100,000 - $150,000 a year
- CPA
- Finance
- Master's degree
1d
Brewing Process Sr. Manager
Constellation Brands —San Antonio, TX
- $124,500 - $199,000 a year
- Full-time
- Spanish
- Clean driving record
- 11+ years
- Health insurance
- Dental insurance
Program Manager
Chickasaw Nation Industries —San Antonio, TX
- Full-time
- Office
- 8 years
- Analysis skills
- AD&D insurance
- Disability insurance
Business Litigation & Transactional Attorney
Orion Placement —San Antonio, TX
- $150,000 - $170,000 a year
- Full-time
- Writing skills
- Mid-level
- Business development experience
- Health insurance
- Dental insurance
Quick Apply
3d
Tax Manager
Everforth —San Antonio, TX
- Full-time
- 7 years
- CPA
- Research
Quick Apply
10d
Senior Client Advisor - Small Business Solutions
Marsh McLennan Agency —San Antonio, TX
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Bachelor's degree
- Tuition reimbursement
Senior Sales Advisor
Curvion Blue —San Antonio, TX
- $120,000 - $360,000 a year
- Full-time
- Remote
- Senior level
Quick Apply
Senior Program Manager
ATL Professional Services LLC —San Antonio, TX
- Full-time
- Microsoft Word
- Clean driving record
- Master's degree
Quick Apply
13d
Sr. Training Consultant
Esri —San Antonio, TX
- $93,600 - $178,880 a year
- Sales
- Marketing
- Master's degree
Customer Advisor $20/hr. San Antonio TX
Best Buy Health —San Antonio, TX
- $15.82 - $24.12 an hour
- Part-time
- Hybrid work
- HIPAA
- Office
- 1 year
- Paid time off
- Employee discount
2d
Senior Compliance Advisor - Lending
Frost Bank —San Antonio, TX
- Full-time
- 5 years
- Office
- Finance
- Paid holidays
- Disability insurance
Senior Program Manager
Aleknagik Technology —San Antonio, TX
- Full-time
- Microsoft Word
- Clean driving record
- Master's degree
Quick Apply
14d
Member Advocacy Advisor I - Life
USAA —San Antonio, TX
- $57,970 - $103,870 a year
- Hybrid work
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
1d
Risk Engineer (All Levels & Specialty Areas)
The Hartford —San Antonio, TX
- $102,400 - $153,600 a year
- Full-time
- Hybrid work
- Engineering
- Experience equivalent to degree accepted
- Senior level
Senior Director Category Space Management
Acosta Group —San Antonio, TX
- $123,600 - $154,500 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Bachelor's degree
Quick Apply
Senior Corp Program Manager - Enterprise Projects & Programs
HEB —San Antonio, TX
- Extended hours
- Conflict management
- Mentoring
- Contracts
6d
Safety Coordinator
SAN ANTONIO LIGHTHOUSE FOR THE BLIND —San Antonio, TX
- Full-time
- CPR Certification
- Customer service
- Mid-level
6d
VP of Organizational Excellence
Methodist Healthcare Ministries —San Antonio, TX
- Weekends as needed
- Microsoft Outlook
- 5 years
- English

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senior advisor jobs near castle hills tx

Senior Wealth Advisor

Mariner Wealth Advisors -
San Antonio, TX

Apply Now

Job Details

Full-time
$150,000 - $350,000 a year

Qualifications

Bachelor's degree
Experience practicing in the securities industry

Full Job Description

Location

San Antonio, TX

Address

San Antonio, Texas

Employment Type

Full time

Location Type

Hybrid

Department

Wealth

Compensation

$150K – $350K

Our compensation reflects the cost of talent across multiple US geographic markets. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.

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

Compensation Range: $150K - $350K

Apply Now

Refine Your Search

senior advisor jobs in castle hills tx

Senior Wealth Advisor

Service Advisor / Writer

Tax & Accounting Senior Manager (CPA)

Brewing Process Sr. Manager

Program Manager

Business Litigation & Transactional Attorney

Tax Manager

Senior Client Advisor - Small Business Solutions

Senior Sales Advisor

Senior Program Manager

Sr. Training Consultant

Customer Advisor $20/hr. San Antonio TX

Senior Compliance Advisor - Lending

Senior Program Manager

Member Advocacy Advisor I - Life

Risk Engineer (All Levels & Specialty Areas)

Senior Director Category Space Management

Senior Corp Program Manager - Enterprise Projects & Programs

Safety Coordinator

VP of Organizational Excellence

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