Jobs at Mariner Wealth Advisors

Conduct manager research, maintain investment data and monitoring tools, develop asset allocation studies and capital markets materials, support Morningstar reporting functionality, and provide advisors with research-driven resources and data support. The role requires translating investment insights into actionable client-facing deliverables while managing recurring reports, surveys, searches, and multiple deadlines.

Leads tax teams and client relationships while developing strategic tax planning solutions for high-net-worth clients, partnerships, trusts, and closely held businesses. Reviews tax returns, projections, extensions, financial statements, and related workpapers; manages tax and financial planning projects; supports client acquisition and retention; and mentors tax associates. Requires strong technical research, communication, organization, and leadership skills.

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.

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 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.

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.

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.

Supports wealth advisors by coordinating client meetings, preparing financial plans, gathering and analyzing client data, researching portfolio information, and completing client service and account maintenance tasks. The role prepares plan drafts, financial projections, reports, meeting materials, and follow-up deliverables while developing technical, analytical, and client communication skills toward becoming a licensed advisor.

Provides comprehensive wealth management advice to high-net-worth clients, develops customized financial plans and investment portfolios, manages client relationships, executes client requests, supports business development, and mentors junior staff. The role requires financial planning and investment expertise, strong communication skills, continuing education, and professional credentials such as Series 65, CFP, or CFA.

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.

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.

The Senior Wealth Advisor leads a wealth management team, develops comprehensive financial strategies for clients, trains staff, and maintains client relationships.

The Senior Wealth Advisor leads a wealth management team to create comprehensive plans, cultivate client relationships, and mentor associates.

The Senior Wealth Advisor will lead a team in creating client-centered wealth plans, fostering client relationships, and mentoring associates while managing high-net-worth portfolios and complex financial strategies.