Jobs at Mariner Wealth Advisors

Support advisors by coordinating client meetings, gathering and entering client financial data, preparing financial plan drafts, conducting portfolio research, preparing materials and reports, and handling client service and account maintenance tasks while pursuing licensure.

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

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

The Senior Wealth Advisor leads a team to develop wealth plans and strategies for high-net-worth clients, manages client relationships, trains team members, and participates in building new client relationships.

Wealth Advisors create tailored financial strategies for high net worth clients, managing relationships, overseeing plans, and mentoring staff.

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.

The Wealth Advisor collaborates with clients and the wealth management team to create tailored wealth plans, manage client relationships, and mentor associates.

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.

The Senior Tax Associate prepares various tax returns, maintains client relationships, and ensures compliance with quality control standards. Responsibilities include managing multiple tasks, responding to IRS inquiries, and participating in client meetings.

The Tax Manager will oversee client relationships, manage a team, ensure tax compliance, and develop tax strategies for high-net-worth clients.

Lead and advance the enterprise-wide compliance program, set strategic vision, oversee policies, monitoring, testing, training, exams, and investigations. Serve as CCO for entities, partner with business and legal teams, drive technology-enabled transformation, mentor leaders, and ensure regulatory alignment across the firm.

Wealth Advisors create personalized wealth plans for high net worth clients, cultivating relationships, and collaborating with team members while providing comprehensive financial advice.

The Client Relationship Manager manages UHNW client relationships, overseeing financial needs, cash management, and coordinating multiple entities while ensuring timely execution and accuracy of requests.

Provide comprehensive wealth management and customized financial plans for high‑net‑worth clients. Cultivate client relationships, execute client requests, support business development, and mentor junior advisors while collaborating with the wealth management team.

As a wealth advisor, you'll collaborate with a team to design customized wealth plans for high net worth clients, focusing on comprehensive financial strategies. Responsibilities include client engagement, portfolio management, and mentoring junior staff.

Lead organic growth go-to-market strategy, alliances, and partner channels to drive pipeline and revenue. Design end-to-end client journeys, coordinate content and campaigns, enable sales/partners, and measure ROI with analytics. Own events/sponsorships, corporate partnership programs, and scalable channel activations to expand reach and improve conversion outcomes.

Lead enterprise data strategy and governance to establish semantic architecture, metadata, lineage, stewardship, and standards enabling trusted data for AI, analytics, and operations. Define operating model, policies, reference architectures, and roadmaps while partnering with Legal, Compliance, Security, Technology, and business leaders to ensure regulatory compliance and enterprise-wide adoption.

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.