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. 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. 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. We’re looking for a proactive and technically curious. Information Security Engineer. to join our Technology & Information Security team. In this role, you’ll work within an engineering-minded security organization that values modern architectures, hands-on problem solving, and high-impact technical contributions. You’ll help safeguard a complex, highly regulated environment while collaborating with teams who move quickly, think ...
Job Description. As a tax director, you will work directly with clients and wealth management teams to review and implement tax strategies for clients that include a coordinated financial strategy that aligns with each client’s goals and values. The successful tax director will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally. Responsibilities. Provide guidance, instructio...
Job Description. If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last, then Mariner is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals. The Senior Advisor, Institutional Investment...
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...
Responsibilities. JOB DESCRIPTION. Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients. Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions. Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs. Effectively work with your team and available resources i...
Responsibilities. JOB DESCRIPTION. Build and maintain client relationships aimed at client retention. manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary. Maintain client paper files and electronic data files in a timely manner. compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees. Resp...
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 senior associate, event planning plays a critical role in the planning, coordination and execution of various events for Mariner and conferences Mariner associates attend on behalf of the firm. This position requires a high level of organizational skills, attention to detail and the ability to work effectively under pressure to ensure successful outcomes. The senior associate will work with the Event Manager on administrative...
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...
