Teams at Mariner Wealth Advisors

Own and govern institutional technology platforms (Salesforce, education and referral systems). Drive CRM configuration, integrations, data integrity, adoption, vendor/budget management, and optimize retirement-to-wealth referral workflows to increase conversions and platform ROI.

The Senior Wealth Advisor leads a wealth management team, develops comprehensive financial strategies for clients, trains staff, and maintains client relationships.

As a Wealth Advisor, you will collaborate with a wealth management team to create financial strategies for high net worth clients, manage client relationships, and support new client acquisition while mentoring junior advisors.