Teams 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.