Join Mariner, a dynamic and growing firm offering significant opportunities for professional advancement. We pride ourselves on a culture that values initiative, analytical thinking, and a drive to succeed. If you set high expectations for yourself, are highly analytical, and motivated, we invite you to consider this unique opportunity.
We are seeking an Analyst, Options to join our team in a combined trader and analyst role. This individual will be responsible for the management and implementation of option investment strategies, as well as the monitoring and trading of client accounts.
Conduct research on portfolio holdings, staying current on stock-specific news and events.
Manage customized client portfolios in line with investment objectives.
Research and develop tailored investment solutions for high-net-worth individuals and institutional clients.
Implement investment action decisions as part of the portfolio team.
Monitor account positions daily and ensure allocations align with client goals.
Generate and execute trades at the account level, investing new accounts and liquidating terminated ones.
Rebalance accounts in response to contributions or withdrawals.
Execute trades across multiple asset classes, with a focus on options and equities.
Ensure timely and accurate trade execution throughout the day, as directed by Advisors.
Continuously evaluate and enhance trading processes and procedures to improve efficiency and execution quality.
Effectively communicate investment solutions and recommendations to advisors, supporting their efforts to serve clients.
Provide clear analysis on client accounts and rationale for portfolio management decisions.
Bachelor’s degree in business, finance, or accounting required; graduate degree and/or CFA or other relevant professional designation preferred.
1-3 years of experience in investments or financial analysis.
General understanding of common options trading strategies.
Experience using Bloomberg, Orion, Moxy, or other order/trade management systems preferred.
Advanced proficiency in Excel.
Excellent verbal and written communication skills.
If you are looking to join a high-performing team within a collaborative and growth-oriented environment, we encourage you to apply and become part of Mariner’s continued success.
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
EOE M/F/D/V
Skills Required
- Bachelor’s degree in business, finance, or accounting
- 1–3 years of experience in investments or financial analysis
- General understanding of common options trading strategies
- Experience using Bloomberg, Orion, Moxy, or other order/trade management systems
- Advanced proficiency in Excel
- Excellent verbal and written communication skills
- Graduate degree and/or CFA or other relevant professional designation
Mariner Wealth Advisors Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mariner Wealth Advisors and has not been reviewed or approved by Mariner Wealth Advisors.
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Healthcare Strength — Health coverage is described as robust, with low associate premiums, strong employer subsidy, and comprehensive options that include telehealth and therapy access.
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Leave & Time Off Breadth — Paid time off, parental leave, and 11 paid holidays are explicitly provided, complemented by paid volunteer hours that broaden time‑off support.
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Retirement Support — A 401(k) with company match is part of the core package and the plan is regarded positively within the overall benefits mix.
Mariner Wealth Advisors Insights
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What We Do
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. To do so, we provide holistic, innovative & client-focused solutions. We bring together talented resources, innovative offerings & proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what’s most important. Our clients include individuals, families & institutions. Our wealth solutions include: • Wealth planning • Investment advisory services • Multi-generational wealth planning • Risk Management • Philanthropy • Executive compensation planning • Business succession planning • Family office services • Retirement planning To learn more about us, please visit marinerwealthadvisors.com.
