Job Description. Job Summary. At. Mariner. we believe growth happens when insight meets intention. The. Analyst, Organic Growth. plays a key role in helping us identify, understand, and act on opportunities that drive meaningful results for our clients and our firm. This individual will partner closely with the Organic Growth Leadership Team to translate data into strategy — delivering insights that inform decision-making, shape our long-term vis...
Job Description. As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Respo...
Job Description. The Human Resources Generalist is a key member of the HR Center of Excellence (HRCE) team, serving as the main contact for policy, process, and procedural guidance for all associates. This role ensures smooth and compliant HR operations by driving process ownership, technology optimization, and continuous improvement. The ideal candidate is detail-oriented, people-focused, and thrives in a dynamic environment that requires collab...
Job Description. The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a st...
About Us. Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of ...
Job Description. As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Respo...
Job Description. As a tax associate, you will work directly with the tax team to create personal, Fiduciary, S-Corporation, partnership, private foundation and gift tax returns. The successful tax associate will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally. Responsibilities. Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, exten...
Job Description. As a bookkeeper you will work directly with the tax/payroll team to process payroll filings. The successful bookkeeper will be detailed-oriented, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally. Responsibilities. Maintain complete and accurate financial records for the company, including accounts payable and receivable, general ledger entries, and bank reconciliations. Proces...
Job Description. The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities. Responsible for client relatio...
Job Description. As associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally an...
Job Description. We are currently seeking candidates for the position of Family Office Accountant/Bookkeeper in our Tulsa, OK office. The Accountant/Bookkeeper will assist with servicing high net worth individuals and family offices. Responsibilities. Receive, approve, and maintain monthly invoices, cut checks, reconcile bank statements and prepare monthly financial statements. Maintain fixed assets in fixed asset software and keep depreciation u...
Job Description. As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Respo...
