Jobs at Mariner Wealth Advisors

Supports licensed wealth advisors by coordinating client meetings, preparing financial plans, gathering and analyzing client data, researching portfolios, preparing reports, managing account service tasks, and assisting with follow-up activities. The role develops technical, analytical, organizational, and client-service skills while preparing the employee for Series 65 licensure and eventual progression into a client-facing advisor position.

Serve as an embedded security partner to business, product, data, and technology teams. Assess architectures, conduct threat reviews, develop secure-by-design patterns, guide SaaS and vendor selection, and translate security requirements into practical controls. Support identity, infrastructure, AI workflows, data strategy, M&A integrations, and automated guardrails while enabling teams through training and collaboration.

Supports wealth advisors through client communication, meeting coordination, account maintenance, financial data gathering, planning software entry, financial projections, portfolio research, and preparation of reports and meeting materials. The role develops technical, analytical, organizational, and client service skills while preparing the analyst for Series 65 licensing and eventual progression into a client-facing advisor position.

Provides security architecture and enablement across SaaS platforms, APIs, custom applications, data integrations, cloud environments, and AI workflows. Partners with product, engineering, data, architecture, identity, infrastructure, enterprise, and procurement teams to conduct threat reviews, develop secure-by-design patterns, assess vendors, implement guardrails, and manage risks. Translates security requirements into practical solutions, supports enterprise data strategy and M&A integration, and mentors teams as a trusted security advisor.

Manage asset allocation models and equity SMA strategies across client accounts. Monitor portfolio drift, cash needs, allocation tolerances, and investment guidelines; execute rebalancing and new-account implementation; maintain portfolio and account data; oversee UMA and custodial platforms; and improve portfolio management workflows, automation, scalability, and operational processes.

Leads technology and analytics instruction for wealth management advisors. Designs and delivers monthly education on AI, automation, productivity tools, digital client experiences, and data-driven decision-making. Manages academy data, reporting infrastructure, attendance, assessments, completion, and technology adoption metrics. Identifies performance gaps, supports development plans, communicates insights to leadership, and partners with IT, Innovation, Compliance, and business units to ensure current tools, protocols, and regulatory requirements are reflected in training.

Supports financial advisors serving high-net-worth clients by assisting with onboarding, meeting preparation, client follow-up, account maintenance, financial plan modeling, data entry, and plan deliverables. The intern also helps with research, client service initiatives, business development ideas, and CRM and financial planning system use while developing advisory, communication, and relationship management skills.

Supports advisors serving high-net-worth clients through onboarding, meeting preparation, financial plan development, client service, account maintenance, data entry, plan modeling, research, and follow-up. The intern uses financial planning and CRM software, prepares client materials, contributes to service and business development initiatives, and collaborates on special projects while developing advisory, communication, analytical, and relationship-management skills.

Supports advisors serving high-net-worth clients through onboarding, meeting preparation, financial plan development, account maintenance, client follow-up, data entry, plan modeling, and CRM management. The intern also helps create client materials, conduct research, document activities, and contribute to client service and business development initiatives while developing foundational financial planning and relationship management skills.

Manages and implements options-focused investment strategies, monitors client accounts, researches holdings, develops tailored investment solutions, and executes trades across options, equities, and other asset classes. Responsibilities include portfolio rebalancing, account allocation, trade execution, process improvement, and communicating investment analysis and recommendations to advisors.

Prepare personal, fiduciary, S-corporation, partnership, private foundation, and gift tax returns; develop tax projections and related documentation; maintain client files; deliver accurate client work; respond to tax authorities; research regulations; and support quality control and client service activities.

Supports portfolio accounting operations for alternative investments by processing investment documents, validating AI-extracted data, reconciling positions and valuations, maintaining fund and entity data, and resolving exceptions. Partners with advisors, investment operations, technology teams, fund administrators, and general partners to ensure accurate reporting and client records. Improves workflows, procedures, data integrity, and spreadsheet-based operating tools.

Leads functional-skills curriculum strategy, development, delivery, evaluation, and continuous improvement across financial-services business units. Partners with leaders and subject-matter experts to define competencies, translate technical expertise into practical learning, facilitate in-person and virtual training, and assess learner performance. Develops scalable, evidence-based programs, capstone courses, and resources while supporting individualized development and expanding curriculum coverage across business domains.

Serves as the primary contact for ultra-high-net-worth clients, coordinating advisors and professional teams while overseeing financial administration, cash management, bill pay, reporting, budgeting, trusts, real estate, and business interests. Reviews financial statements and cash flow projections, supports tax and estate planning, identifies issues, and ensures accurate, discreet execution of client requests.

Leads advisor coaching and strategy for an independent wealth management business. Designs scalable onboarding, training, professional development, and practice management programs; coaches advisors individually and in groups; develops playbooks and learning resources; supports platform adoption and client engagement; and establishes KPIs to measure advisor growth and program effectiveness. Manages a coaching team and presents strategic insights and recommendations to senior executives.

Provides comprehensive wealth management and financial planning advice to high-net-worth clients. Develops customized financial plans and portfolios through research and analysis, manages client relationships, executes client requests, and supports business development. The role also involves mentoring new advisors and client service associates, maintaining continuing education, and applying expertise in investments, tax, insurance, and financial planning software.

Tax intern supporting preparation of personal, fiduciary, S-Corporation, partnership, private foundation, and gift tax returns. Responsibilities include preparing schedules and tax documents, reconciling information, maintaining client files, conducting basic tax research, assisting with compliance and client service tasks, and participating in training. The role provides hands-on experience in tax planning and compliance while requiring full-time availability from January 13 through April 15, 2027.

Leads tax strategy, compliance, consulting, and client relationship management for high-net-worth individuals, partnerships, trusts, and closely held businesses. Supervises and develops tax staff, reviews returns and projections, manages tax and financial planning projects, supports business development, and presents strategic solutions. Requires strong technical tax research, communication, organization, and relationship-management skills, along with CPA or EA credentials.

Performs investment performance measurement, attribution analysis, benchmark evaluation, risk-adjusted analytics, forecasting, and scenario modeling. Prepares client and advisor reports, reconciles portfolio data, supports GIPS compliance, onboarding, historical data integration, and system configuration. Monitors investment policy adherence, validates data and system outputs, assists with audits, and conducts ad hoc quantitative analyses.

Supports financial advisors serving high-net-worth clients through onboarding, meeting preparation, financial plan development, account maintenance, data entry, plan modeling, documentation, and client service initiatives. The intern also assists with research, follow-up activities, business development discussions, and client materials while developing foundational advisory and relationship-management skills.