Company · 21 open roles
Careers at Mariner Wealth Advisors
Mariner Wealth Advisors has 21 active roles on ResuMinder right now. Score your CV instantly and use the ResuMinder extension to apply in seconds — no manual form-filling.
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21 positions at Mariner Wealth Advisors
Client Service Associate
Mariner Wealth Advisors·Manasquan, New Jersey, United States
Client Service Associate at Mariner Wealth Advisors. Location: Manasquan, New Jersey, United States. Role: building relationships, managing implementation, maintaining records Requirements: Provide exceptional client service, manage client implementation, maintain client records,…
Senior Client Service Associate
Mariner Wealth Advisors·Manasquan, New Jersey, United States
Senior Client Service Associate at Mariner Wealth Advisors. Location: Manasquan, New Jersey, United States. Role: building relationships, managing implementation, maintaining records Requirements: 5+ years client service or related financial services experience; high school diplo…
Senior Salesforce Solution Architect
Mariner Wealth Advisors·United States
Senior Salesforce Solution Architect at Mariner Wealth Advisors. Location: United States. Role: owning design, leading development, mentoring developers Requirements: 6+ years Salesforce development experience with 2+ years in Financial Services Cloud, advanced Apex and LWC skill…
Slack Administrator
Mariner Wealth Advisors·United States
Slack Administrator at Mariner Wealth Advisors. Location: United States. Role: administering workspace, managing integrations, monitoring usage Requirements: 2+ years administering enterprise Slack (Enterprise Grid/Business+); experience with Slack apps, bots, Workflow Builder, S…
Client Service Associate
Mariner Wealth Advisors·New York, New York, United States
Client Service Associate at Mariner Wealth Advisors. Location: New York, New York, United States. Role: building relationships, managing tasks, coordinating activities Requirements: High school diploma required (bachelor's preferred); financial services or internship experience p…
Product & Platform Manager
Mariner Wealth Advisors·United States
Product & Platform Manager at Mariner Wealth Advisors. Location: United States. Role: managing platforms, integrating systems, driving adoption Requirements: 5+ years product/platform management or technology operations experience in financial services; direct Salesforce experien…
Associate Wealth Advisor
Mariner Wealth Advisors·Woodland Hills or Pleasanton
Associate Wealth Advisor at Mariner Wealth Advisors. Location: Woodland Hills or Pleasanton. Role: providing advice, preparing plans, building relationships Requirements: Bachelor's degree, 2+ years relevant experience, CFP or Series 65 required, experience with eMoney or MoneyGu…
Wealth Planning Analyst
Mariner Wealth Advisors·Sarasota, Florida, United States
Wealth Planning Analyst at Mariner Wealth Advisors. Location: Sarasota, Florida, United States. Role: supporting advisors, preparing plans, coordinating meetings Requirements: Bachelor's in finance/related preferred, internship experience, commitment to pursue Series 65, proficie…
Vice President, Go to Market
Mariner Wealth Advisors·United States
Vice President, Go to Market at Mariner Wealth Advisors. Location: United States. Role: defining strategy, designing journeys, driving growth Requirements: Bachelor's in marketing/communications/business, 15+ years in organic growth/go-to-market strategy, experience with alliance…
Senior Wealth Advisor
Mariner Wealth Advisors·Tigard, Oregon, United States
Senior Wealth Advisor at Mariner Wealth Advisors. Location: Tigard, Oregon, United States. Role: cultivating relationships, leading meetings, mentoring associates Requirements: Bachelor's degree, 10+ years relevant experience, Series 65/CFP/CFA required, experience with high-net-…
Wealth Advisor
Mariner Wealth Advisors·San Diego, California, United States
Wealth Advisor at Mariner Wealth Advisors. Location: San Diego, California, United States. Role: Providing advice, Developing plans, Cultivating relationships Requirements: Bachelor’s degree; 5+ years in financial planning or related field; Series 65, CFP or CFA required. Categor…
Wealth Advisor
Mariner Wealth Advisors·Oakbrook Terrace, Illinois, United States
Wealth Advisor at Mariner Wealth Advisors. Location: Oakbrook Terrace, Illinois, United States. Role: work with, prepare plans, cultivate relationships Requirements: Bachelor’s degree; 5+ years in financial planning or related field; Series 65 CFP or CFA required. Category: Finan…
Research Analyst
Mariner Wealth Advisors·Sarasota, Florida, United States
Research Analyst at Mariner Wealth Advisors. Location: Sarasota, Florida, United States. Role: fundamental analysis, asset allocation, research reports Requirements: Bachelor’s preferred; 0-3 years in financial services; advanced Excel and PowerPoint; Bloomberg; Series 65, CFA, C…
Analyst, Portfolio Management
Mariner Wealth Advisors·United States
Analyst, Portfolio Management at Mariner Wealth Advisors. Location: United States. Role: managing portfolios, rebalancing portfolios, coordinating onboarding Requirements: 3+ years in financial planning or investment management, Bachelor's degree preferred, Series 65 (or equivale…
Senior Accounting Clerk
Mariner Wealth Advisors·Overland Park, Kansas, United States
Senior Accounting Clerk at Mariner Wealth Advisors. Location: Overland Park, Kansas, United States. Role: processing invoices, coding invoices, managing payments Requirements: 3+ years of full-cycle accounts payable, ERP experience, Paymode or similar payments, high-volume proces…
Senior Wealth Analyst
Mariner Wealth Advisors·United States
Senior Wealth Analyst at Mariner Wealth Advisors. Location: United States. Role: reviewing portfolios, modeling investments, analyzing performance Requirements: 3+ years in wealth management or financial planning; Series 65 required within 3 months; Series 7 or 66 may substitute;…
Tax Manager, Overland Park, KS
Mariner Wealth Advisors·Overland Park, Kansas, United States
Tax Manager, Overland Park, KS at Mariner Wealth Advisors. Location: Overland Park, Kansas, United States. Role: Mentor team, Manage client relationships, Review tax returns Requirements: 5+ years tax experience; bachelor's degree; CPA or EA preferred. Category: Finance and Accou…
Manager, Client Service
Mariner Wealth Advisors·New York City, New York, United States
Manager, Client Service at Mariner Wealth Advisors. Location: New York City, New York, United States. Role: Input transactions, Manage operations, Open accounts Requirements: 5-7 years in financial operations; Bachelor's degree; Salesforce and Fidelity/Charles Schwab experience; …
Wealth Advisor
Mariner Wealth Advisors·New York, New York, United States
Wealth Advisor at Mariner Wealth Advisors. Location: New York, New York, United States. Role: providing advice, cultivating relationships, leading projects Requirements: Bachelor’s degree; 5+ years in financial planning or related; Series 65, CFP or CFA. Category: Finance and Acc…
Wealth Advisor
Mariner Wealth Advisors·Woodland Hills, California, United States
Wealth Advisor at Mariner Wealth Advisors. Location: Woodland Hills, California, United States. Role: Managing wealth, Preparing plans, Cultivating relationships Requirements: Bachelor’s degree; 5+ years in financial planning; Series 65, CFP or CFA. Category: Finance and Accounti…
Wealth Advisor
Mariner Wealth Advisors·West Des Moines, Iowa, United States
Wealth Advisor at Mariner Wealth Advisors. Location: West Des Moines, Iowa, United States. Role: manage wealth, advise clients, develop plans Requirements: Bachelor’s degree; 5+ years in financial planning or related field; Series 65, CFP or CFA; expertise in wealth management an…