Mariner is seeking an experienced and visionary leader for the role of Director, Wealth Strategy & Advanced Planning. As a vital member of our leadership team, you will drive the development and implementation of sophisticated wealth strategies and advanced planning solutions, supporting the growth and long-term success of both advisors and clients. You will collaborate closely with advisors and executive leadership to enhance Mariner’s holistic wealth management platform, leveraging specialized resources to deliver exceptional client outcomes and enable scalable business growth.
ResponsibilitiesServe as the subject matter expert in advanced wealth planning, delivering consultative guidance and tailored solutions that address complex client needs in areas such as estate, tax, philanthropic, and legacy planning.
Partner with advisors to design, implement, and monitor customized advanced planning strategies, providing accountability and measuring outcomes.
Develop and oversee scalable training and professional development programs focused on advanced planning, communication of complex concepts, and client engagement.
Collaborate across teams to identify emerging planning trends, competitive threats, and potential opportunities for platform enhancements and revenue growth.
Provide actionable recommendations and support for best practices that streamline internal processes, enhance advisor efficiency, and secure the firm’s position as a wealth strategy leader.
Act as a primary resource for advisors in need of advanced planning expertise and thought leadership.
Bachelor’s degree required
Series 65 or CFP, or other similar industry designations
Minimum of 7 years of experience in financial services, wealth management, advanced planning, or a related discipline
Demonstrated expertise in estate planning, tax strategies, or similar advanced planning areas
Exceptional communication, consultation, and presentation skills
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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
- Series 65, CFP, or similar industry designation
- Minimum 7 years of experience in financial services, wealth management, or advanced planning
- Demonstrated expertise in estate planning, tax strategies, or similar advanced planning areas
- Exceptional communication, consultation, and presentation skills
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 considered strong with medical, dental, and vision plans supported by wellness programs, HSA/FSA options, and telehealth. This breadth of healthcare support contributes meaningfully to perceived total compensation.
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Retirement Support — A 401(k) with company match is a core element and is viewed as a strong part of the package. Retirement benefits are positioned as competitive within the overall offering.
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Leave & Time Off Breadth — Paid time off, parental leave, and a set of paid holidays provide broad leave coverage. Reasonable work-life balance outside busy seasons further elevates the value of time-off benefits.
Mariner Wealth Advisors Insights
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.
