Teams at Mariner Wealth Advisors

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

The Director manages Pathway DC and Cash Balance solutions, enhancing client engagement, supervising implementation, and improving operational efficiency.

Lead relationships with ultra-high-net-worth families, providing integrated financial advice spanning estate structures, tax strategies, and more. Mentor support advisors and ensure high-quality advice delivery.