Teams at Mariner Wealth Advisors

As a Wealth Advisor, you will collaborate with a wealth management team to create financial strategies for high net worth clients, manage client relationships, and support new client acquisition while mentoring junior advisors.

The Associate Wealth Advisor supports high net worth clients by preparing financial plans, executing client requests, and building relationships with them while collaborating with the wealth advisor team.

The Client Relationship Manager manages UHNW client relationships, overseeing financial needs, cash management, and coordinating multiple entities while ensuring timely execution and accuracy of requests.