The client service associate is a critical part of the Mariner team, responsible for delivering extraordinary client service and care! The successful associate will be professional, caring and genuinely demonstrate the highest level of client service.
About us
Your wealth plan shouldn’t sit still. Neither do we. At Mariner, our advisors have access to in-house resources to solve complex wealth problems of the modern world. Get started today to access advisors with a wealth of knowledge — and a wealth of support. 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 mariner.com. Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.
- Website
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http://www.marinerwealthadvisors.com
External link for Mariner
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Overland Park, KS
- Type
- Privately Held
- Specialties
- risk management, consulting services, retirement planning services, investment analysis and selection, asset management, business retirement plans, philanthropy, multi-generational wealth planning, investing, wealth planning, tax planning, estate planning, financial planning, trust services, insurance solutions, retirement plan solutions, tax preparation, and wealth management
Locations
Employees at Mariner
Updates
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We can't thank our associates and the organizations across the country enough for participating in our first annual +Impact Day. 790+ associates volunteered 2,145+ hours of service 70+ organizations $170,000+ given to help support those causes #MarinerFoundation #MarinerImpact
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Our tax team is expanding and looking for talented tax people with a client first mindset. If you are interested in a senior tax associate or senior tax manager opportunity, click here to learn more!
Exciting Tax Opportunities in our Scottsdale Office!
careers-mariner.icims.com
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It’s #529Day! Curtis Westrich, senior wealth advisor, shares how “superfunding” a 529 account, or contributing more than the allowable limit in a single year without it counting toward your lifetime gift tax exemption, can help you save for education expenses.
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We are seeking candidates for a senior wealth advisor. In this position, you will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each of our client’s goals and values.
In Search of a Dynamic Senior Wealth Advisor!
careers-mariner.icims.com
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Welcome to the Mariner team, Sydney Cale, CFP®, CEPA®! As the newest senior wealth advisor in our Cincinnati office, she provides clients with comprehensive wealth management services to help them achieve their goals.
Sydney Cale, CFP®️, CEPA®️
https://www.marinerwealthadvisors.com
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Honoring those who have made the ultimate sacrifice for our freedom. #MemorialDay
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Executives: Are you being paid what you’re worth?
Executive Compensation: How to Get the Best Package for You
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Welcome to the Mariner team, Chris Piccoli, CFP® CIMA®! As the newest senior wealth advisor in our Madison office, he provides clients with comprehensive wealth management services to help them achieve their goals.
Chris Piccoli, CFP®️, CIMA®️
https://www.marinerwealthadvisors.com
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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 this is you, apply online today!
Client Service Associate opportunity available in Portland, OR!
careers-mariner.icims.com