Teams at Mariner Wealth Advisors

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

Provide comprehensive wealth management and financial planning to high-net-worth clients, prepare customized plans and portfolios, cultivate client relationships, support client requests, help obtain new clients, and train and mentor junior advisors and client service staff.

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 information, participate in sales efforts, and develop skills with investment and financial-planning software. Focus on relationship support, retention, and team collaboration.