Teams at Mariner Wealth Advisors

Wealth Advisors create tailored financial strategies for high net worth clients, managing relationships, overseeing plans, and mentoring staff.

The Senior Tax Associate will prepare various tax returns, maintain client relationships, ensure compliance, and respond to inquiries from taxing authorities. They will support clients with planning and complex tax needs while attending learning opportunities to enhance knowledge and service delivery.

Manage assigned client portfolios: set up portfolios, perform rebalances, tax-loss harvesting, cash management, coordinate onboarding, and collaborate with advisors and trading teams while maintaining accurate data.