Teams 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.