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© All Rights Reserved. ApplyBlast.com
Mariner Wealth Advisors
The Associate Wealth Advisor works with a wealth management team to develop comprehensive financial plans and investment portfolios for high net worth clients. The role involves client relationship support, participation in the sales process, and continuous development of financial planning software skills.
Headquarters
Overland Park, Kansas, United States
Company Size
1001-5000 employees
Founded
2006
Mariner Wealth Advisors is a financial services firm that provides comprehensive wealth management and advisory solutions for individuals, businesses, and institutions. Its offerings include wealth planning, tax planning and specialty tax services, risk advisory, institutional cash management, and dedicated institutional solutions under Mariner Institutional. The firm emphasizes long-term, customizable financial strategies designed to evolve with clients and offers access to proprietary resources and thought leadership (podcasts, social content) to support client decision-making.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Mariner Wealth Advisors.
31% above the average for this role