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© All Rights Reserved. ApplyBlast.com
Mariner Wealth Advisors
A senior Wealth Advisor collaborates with the wealth management team to create comprehensive financial strategies for high-net-worth clients, aligning solutions with their unique goals and values. The role involves cultivating long-term client relationships, preparing customized financial plans, and actively acquiring new business through community networks and strategic partnerships. This position also includes mentoring junior associates and maintaining a clean professional record to support firm-wide talent development.
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.
18% below the average for this role