Teams at Mariner Wealth Advisors

Administer and optimize the Docebo learning management system, including configuration, user management, content uploads, troubleshooting, integrations, testing, quality assurance, analytics, and reporting. Collaborate with HRIS teams, content creators, and stakeholders to support learning initiatives, ensure governance compliance, and improve learner experiences.

Supports licensed wealth advisors by coordinating client meetings, assisting with onboarding and account maintenance, gathering financial data, entering information into planning software, preparing plan drafts and projections, researching portfolios, and completing client follow-up activities. The role develops technical, analytical, organizational, and client service skills as preparation for pursuing the Series 65 license and advancing into an advisor position.

Leads tax strategy, compliance, consulting, and client relationship management for high-net-worth individuals, partnerships, trusts, and closely held businesses. Supervises and develops tax staff, reviews returns and projections, manages tax and financial planning projects, supports business development, and presents strategic solutions. Requires strong technical tax research, communication, organization, and relationship-management skills, along with CPA or EA credentials.