Mariner Holdings Jobs in United States

Senior Wealth Planner Lead HNW Strategies · We are seeking a highly experienced Senior Wealth Advisor to lead our wealth management team. · Create comprehensive wealth plans for high net worth clients · Foster strong relationships with clients and colleagues alike · ...

A national financial services firm seeks a Senior Wealth Advisor in Boston to lead a wealth management team. This role requires over 10 years of experience in financial advisory, along with Series 65, CFP, or CFA credentials. Responsibilities include cultivating client relationsh ...

A national financial services firm based in New York seeks a tax leader with 8+ years of experience. The role focuses on guiding the tax team, developing client relationships, and providing strategic tax planning for high-net-worth clients. Candidates must hold a CPA or EA certif ...

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can m ...

Job Description · This wealth advisor role provides comprehensive wealth management advice to high net worth clients. · Work with the team to provide comprehensive wealth management advice. · Prepare customized financial plans and portfolios by researching potential solutions. · ...

The Licensing Associate at Mariner plays a key role in supporting the firms advisors and affiliates by ensuring accurate, timely, and compliant securities registrations and investment advisor licensing. This position is ideal for a detail-oriented professional who thrives in a fa ...

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can m ...

A national financial services firm seeks a wealth advisor to develop comprehensive financial strategies for high net worth clients. The ideal candidate will have over 5 years of relevant experience, alongside Series 65, CFP or CFA certifications. Responsibilities include creating ...

Job Description · A leading financial services firm seeks a skilled Client Service Associate in California. · Bachelor's degree or higher in finance or related field preferred. · Exceptional communication skills and proficiency with PCs required. · The position offers competitive ...

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can m ...

A financial services company is seeking a qualified professional to advise clients, primarily community banks and credit unions, on fixed income investment portfolios and asset-liability management. The role requires a minimum of 8 years of experience, Series 65 certification, an ...

A financial services firm is seeking a Senior Client Service Associate to deliver exceptional client service and leadership. This role plays a vital part in client relationships, ensuring a positive experience through strong communication and attention to detail. Responsibilities ...

Wealth Advisor Job · A national financial services firm seeks a skilled Wealth Advisor to work closely with high net worth clients developing comprehensive financial plans. · 5+ years of experience in wealth management · Series 65, CFP, or CFA certification · ...

A national financial services firm is seeking a National Facilities Manager responsible for overseeing facilities operations at headquarters and implementing a scalable management program for over 100 field offices. The ideal candidate will have over 5 years of facilities managem ...

A national financial services firm in Newport Beach seeks a skilled Wealth Advisor. You will work closely with high net worth clients to develop comprehensive financial plans. The ideal candidate will have over 5 years of relevant experience and a Series 65, CFP, or CFA certifica ...

Senior Analyst Incentive Compensation Job Description · The Senior Analyst Incentive Compensation is responsible for technical administration calculation and optimization of firm third-party compensation programs. · Support calculation administration payment of third-party 3P com ...

Responsibilities · Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients · Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions · Cultivate ...

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can m ...

Job Overview · The Senior Client Service Associate will deliver extraordinary client service by building relationships with clients through managing tasks effectively. · Key Responsibilities: · ...

Senior Wealth Advisor: Lead HNW Planning · We are seeking a Senior Wealth Advisor to lead a wealth management team and cultivate long-term client relationships. · ...