Jobs at Mariner Wealth Advisors

Conduct due diligence and evaluate public markets asset classes, maintain a focus list of recommended strategies, present recommendations to the Enterprise Investment Policy Committee, support advisors with manager searches and client meetings, produce research deliverables and educational materials, lead RFPs for large relationships, mentor associates, and support onboarding, conferences, and special projects.

Leads the design, delivery, and scaling of Motivational Interviewing-based Client Centered Communication training. Facilitates training for financial professionals, provides individual coaching, develops AI-supported transcript evaluation, establishes scoring standards, analyzes performance data, coordinates certification alignment, and supervises a CCC Instructor. The role partners with business leaders to embed communication competencies across the organization and strengthen advisor-client trust and engagement.

The Senior Tax Associate will prepare various tax returns, maintain client relationships, ensure compliance, and respond to inquiries from taxing authorities. They will support clients with planning and complex tax needs while attending learning opportunities to enhance knowledge and service delivery.

Manage and mentor tax professionals, build high-net-worth client relationships, oversee tax consulting and compliance projects, review returns and projections, develop strategic tax plans, research complex tax issues, and collaborate with wealth management teams. The role also involves identifying value-added services, presenting solutions for individuals and closely held businesses, and supporting staff development and training.

Manage and mentor tax professionals while overseeing client relationships, tax compliance reviews, projections, charitable giving calculations, and complex tax consulting projects. Develop strategic tax solutions for high-net-worth individuals, partnerships, trusts, and closely held businesses. Lead research on complex tax issues, present planning recommendations, identify additional wealth management services, and support staff training and professional development.

Supports financial advisors serving high-net-worth clients through onboarding, meeting preparation, financial plan development, account maintenance, data management, research, and follow-up. Uses financial planning and CRM software to model plans and compile deliverables. The intern also assists with client service, business development initiatives, and special projects while developing advisory, communication, and relationship-management skills.

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

Supports financial advisors serving high-net-worth clients through onboarding, meeting preparation, financial plan development, client follow-up, account maintenance, data entry, plan modeling, and special projects. The intern will use financial planning and CRM software, assist with client service and business development, and develop advisory, communication, analytical, and relationship-management skills.

Serve as the Financial Services Cloud solution architect and lead developer: design data models and integrations, build Apex and LWC solutions, enforce development standards, manage org health and releases, collaborate with MuleSoft/Agentforce teams, and mentor developers to meet compliance, performance, and scalability needs.

Support licensed advisors by coordinating client meetings, preparing paperwork and financial plan drafts, gathering client data, researching portfolios, taking meeting notes, and assisting with follow-up to deliver effective wealth management and develop advisor skills.

Support a wealth advisor team to create customized financial plans and portfolios for high-net-worth clients. Conduct research and analysis, execute client requests, maintain client relationships, participate in sales efforts, and develop proficiency with investment and financial planning software.

The Senior Wealth Advisor will lead a wealth management team to create wealth plans, cultivate client relationships, and mentor associates. Responsibilities include client meetings, providing comprehensive advice to high-net-worth clients, and participating in business development.

The Senior Wealth Advisor will lead a team to develop wealth plans, manage client relationships, and provide tailored investment strategies to high-net-worth clients.

The Senior Wealth Advisor leads a team to create financial strategies for high-net-worth clients, fostering relationships and mentoring staff.

Own configuration, governance, and optimization of the enterprise Slack workspace. Manage user provisioning, channels, apps, Workflow Builder automations, Slack Connect, and Slack/Salesforce FSC integrations. Enforce compliance and data retention with Legal/Compliance/IT Security, monitor usage analytics, serve as Slack SME and escalation point, and maintain integration and governance documentation.

Senior HR leader responsible for HR technology strategy, HRIS/HCM and payroll oversight, HR operations, compliance, workforce analytics, acquisitions/divestiture HR support, vendor management, and building scalable HR service delivery and shared services to improve employee experience and business performance.

Supports tax professionals with preparing personal, fiduciary, S-Corporation, partnership, private foundation, and gift tax returns. Duties include preparing schedules and tax documents, reconciling information, maintaining client files, researching tax matters, assisting with taxing authority inquiries, and supporting client service projects. The intern participates in training and collaborates with tax and wealth advisory teams while following confidentiality, quality control, and professional standards.

Leads the Cyber GRC function, including cybersecurity governance, policy and control frameworks, regulatory compliance, audit readiness, vendor risk, security awareness, AI governance, cyber risk quantification, and executive reporting. Partners with security, IT, legal, procurement, and business teams while representing the organization to regulators, auditors, and third-party assessors. Builds scalable programs and leads enterprise cybersecurity initiatives in a highly regulated financial-services environment.

Support a wealth advisor team providing comprehensive financial planning for high-net-worth clients: prepare customized plans and portfolios, execute client requests, nurture relationships, assist in sales, and develop proficiency with financial planning software.

Support preparation of personal, fiduciary, S-corp, partnership, foundation, and gift tax returns. Maintain client files, prepare schedules, reconcile information, assist with research, attend training, and support tax and wealth advisory teams on projects and client service tasks.