Top 9 Senior wealth advisor Jobs in New Braunfels, 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
Senior Trust Officer
RIO BANK —San Antonio, TX
- $100,000 - $135,000 a year
- Full-time
- CPA
- Finance
- 8 years
- Health savings account
- Paid holidays
Quick Apply
Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager
Deloitte —San Antonio, TX
- $189,200 - $372,900 a year
- Full-time
- 6 years
- Up to 50% travel
- Data analysis skills
Director of Accounting
Savant Wealth Management —San Antonio, TX
- $130,000 - $180,000 a year
- Full-time
- CPA
- 5 years
- Office
- Health savings account
- AD&D insurance
Tax Senior - Private Wealth
Deloitte —San Antonio, TX
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- 3 years
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Wealth Solutions Investment Advisor
Empower —United States
- $50,300 - $69,125 a year
- Remote
- Mid-level
- Finance
- Business development
- Paid parental leave
- Paid holidays

More jobs to discover

Find similar jobs that you might be interested in.

Senior Product Manager
Securitas Security Services —Austin, TX
Develop a deep understanding of security officers and frontline operational workflows through customer research, field engagement, analytics, and…
$175,000 - $200,000 a year
7d
Senior Director, Community
HackerOne —Austin, TX
Lead the professional-services management and technical delivery of live hacking engagements end to end — scoping, researcher staffing and matching, event…
$210,000 - $302,000 a year

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Senior Wealth Advisor
WealthBridge Financial Group —Bexley, OH
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$120,000 - $170,000 a year
Quick Apply
Human Resources Manager
Dollar Tree —Marengo, OH
Ensure adherence to company policies, federal and state employment laws, and local regulations. Strong knowledge of state and federal employment laws.

Show more jobs in cities nearby

I want to receive the latest job alert for senior wealth advisor in new braunfels, tx

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

senior wealth advisor jobs near new braunfels, 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 wealth advisor jobs in new braunfels, tx

Senior Wealth Advisor

Senior Trust Officer

Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager

Director of Accounting

Tax Senior - Private Wealth

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

Wealth Solutions Investment Advisor