Jobs at Mariner Wealth Advisors

Manage and mentor a team in tax strategy implementation, client relationships, and various tax projects. Review returns and provide consulting services to high-net-worth clients.

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

Manage assigned client portfolios: set up portfolios, perform rebalances, tax-loss harvesting, cash management, coordinate onboarding, and collaborate with advisors and trading teams while maintaining accurate data.

Support the wealth management team by preparing customized financial plans and portfolios for high-net-worth clients, conducting research and analysis, executing client requests, maintaining relationships, participating in sales efforts, and developing proficiency with investment and financial planning software.

Provide comprehensive wealth management and financial planning to high-net-worth clients, prepare customized plans and portfolios, cultivate client relationships, support client requests with team resources, participate in new-client development, and train and mentor junior staff.

As a Wealth Advisor, you will develop comprehensive wealth plans for high net worth clients, cultivate relationships, and train new team members.

The Wealth Planning Analyst supports licensed advisors by coordinating client meetings, conducting research, and preparing financial plans to enhance client wealth management.

Support wealth management team for high-net-worth clients by preparing customized financial plans and portfolios, executing client requests, building client relationships, participating in sales, and developing proficiency in investment and financial planning software.

Provide comprehensive wealth management advice to high-net-worth clients by creating customized financial plans and portfolios, cultivating client relationships, executing client requests, partnering to obtain new clients, and training and mentoring junior staff while participating in continuing education.

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

The Wealth Advisor collaborates with a team to create financial strategies for high net worth clients, builds client relationships, and mentors junior staff.

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.

Work with tax and wealth management teams to prepare various tax returns, maintain client relationships, and ensure compliance with tax regulations.

Prepare individual, fiduciary, S‑Corp, partnership, private foundation, and gift tax returns; draft projections, vouchers, extensions, and workpapers; maintain client files; respond to tax authority inquiries; research complex tax issues; ensure quality control and support client-focused projects.

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.

Lead development and execution of advanced wealth planning strategies, advising advisors on estate, tax, philanthropic and legacy planning. Design scalable training, collaborate with leadership to identify trends and platform opportunities, streamline processes, and serve as primary advanced-planning resource to enhance advisor effectiveness and client outcomes.

Lead advisor growth and engagement by guiding advisors on Mariners platform, designing growth roadmaps, coordinating coaching and experience teams, identifying market opportunities, and driving adoption of best practices to improve advisor and client outcomes.

Lead advisor coaching and strategy for Mariner Independent by designing and delivering scalable coaching, training, onboarding, and professional development programs. Provide individual and group coaching, create playbooks and frameworks, partner with leadership to identify needs, measure program impact, and support advisors in leveraging platform tools to drive business growth, client engagement, and consistent advisor performance.

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.

The Associate Wealth Advisor supports the wealth management team by creating financial plans, managing client relationships, and participating in sales to attract new clients.