Wealth Manager - Join a Growing Wealth Advisory Practice

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Wealth Manager - Mariner Wealth Advisors

Build a practice that works the way you do.

If you've spent a few years in financial planning, accounting, or law and you're ready to step into wealth advisory for high-net-worth clients, this is a seat at a growing team. You'll work alongside senior advisors, build real client relationships, and grow into the practice you want to run.

What you'll do
- Partner with the wealth advisor team to deliver comprehensive advice to high-net-worth clients
- Build customized financial plans and portfolios research, analysis, and the hard work behind the recommendation
- Support clients day-to-day: requests, follow-ups, account updates, the things that build trust
- Help retain and grow the book through meaningful client relationships
- Sit in on the sales process and develop into a relationship lead over time
- Get fluent in the planning stack eMoney, MoneyGuide Pro, and the rest


What we're looking for
- Bachelor's degree (finance or related field a plus)
- 2+ years in financial planning, accounting, a law firm, or an equivalent client-facing role
- CFP designation or Series 65 (required, not preferred)
- Comfort with HNW / UHNW client expectations
- Strong organizational skills and the kind of attention to detail this work actually demands

Why Mariner
Hybrid role. Progressive opportunities, real career investment, and a team that takes professional growth seriously.

Apply Here