Teams at Mariner Wealth Advisors

The Senior Wealth Advisor leads a team to create financial strategies for high-net-worth clients, fostering relationships and mentoring staff.

The Senior Wealth Analyst supports the advisory team by analyzing investments, creating financial reports, and participating in strategy discussions for Ultra High Net Worth clients.

The Associate Wealth Consultant will manage outbound sales calls, develop client relationships, support sales initiatives, and ensure client satisfaction within the organization.