{"id":645923,"url":"https://alion.io/job/mariner-senior-wealth-advisor-6","title":"Senior Wealth Advisor","company":{"id":716183,"name":"Mariner","domain":"marinerwealthadvisors.com","url":"https://alion.io/company/marinerwealthadvisors","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":{"grade":"B","score":75,"open_postings":10,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":29,"computed_at":"2026-11-03T05:54:40Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Reno, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":150000,"max":350000,"currency":"USD","period":"year","gross":null,"usd_annual":350000},"salary_estimate":null,"experience_years_min":10,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-03-17T17:22:33Z","employer_posted_date":"2026-03-17","last_verified_at":"2026-11-03T04:14:34Z","board_verified":true,"closed_at":null,"days_open":230,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":230},"description":"Job Description\n 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.\nResponsibilities\nResponsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs\n\nLead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals\n\nCollaborate 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\n\nParticipate in building new client relationships in collaboration with strategic partners\n\nCommitment to advanced continuing education and team development at all levels\n\nTrain and mentor associates across the wealth advisory team\n\nQualifications\nBachelor’s degree required\n\n10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience\n\nSeries 65, CFP or CFA required\n\nSkills And Knowledge\nWealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning\n\nDepth of experience working with high net worth or ultra-high net worth clients\n\nMastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)\n\nHighly effective interpersonal, relationship management, and communication skills\n\nDemonstrated talent development experience, as well as training and mentoring new staff\n\nExcellent organizational and time management skills in a high energy environment to manage multiple priorities\n\nStrong attention to detail\n\nNote: All Senior Wealth Advisors must have a clean U4 with no disclosures.\n#LI-AB1\nWe 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.\nBy submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.\nEOE M/F/D/V","description_format":"text","description_chars":2683,"description_truncated":false,"requirements":{"experience_years_min":10,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Tax Advisory & Preparation"],"lifecycle":[{"event":"open","at":"2026-09-10T20:13:43Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 1","filings_12m":1,"filings_prev_12m":1,"green_card_filings_12m":0,"median_offered_wage_usd":122500,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":3,"band":"cold","label":"Long shot","p_open":1,"p_active":0.103,"p_room":0.28,"age_days":230,"expected_fill_days":29,"reasons":["conf:1","stale_co","evergreen","win:tail","crowd:"],"computed_at":"2026-11-03T05:54:40Z"},"pay":{"stated_usd_annual":350000,"is_top_pay":true},"html_url":"https://alion.io/job/mariner-senior-wealth-advisor-6","json_url":"https://alion.io/job/mariner-senior-wealth-advisor-6.json","meta":{"generated_at":"2026-11-03T08:18:47Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":11866,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-04T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":716183},"rest":"https://alion.io/mcp/rest/get_company?id=716183"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmariner-senior-wealth-advisor-6"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmariner-senior-wealth-advisor-6"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmariner-senior-wealth-advisor-6"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/mariner-senior-wealth-advisor-6\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmariner-senior-wealth-advisor-6"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":645923}},{"tool":"search_jobs","arguments":{"company":"marinerwealthadvisors.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":645923},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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