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Associate Wealth Advisor

Mariner • Wealth Management & Financial Advisors • Tax Advisory & Preparation • Bachelor's Degree • 7 hours ago
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Salary
$85k – $110k per year
Location
In office (New York)
Seniority
Junior · 2+ years exp
Visa
H-1B filings in 12 months: 1
Employment
Full-Time

Confirmed on the employer's own hiring board on Oct 13, 2026. First seen by Alion on Oct 12, 2026. Mariner scores B on the Alion truth index.

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Impact
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Mariner

Mariner is a US wealth management firm headquartered in Overland Park, Kansas, offering wealth planning, investment management, tax planning and preparation, estate planning, trust services, personal insurance and institutional services through its registered investment adviser subsidiaries. Founded in 2006 by Marty Bicknell, the firm has advisors in offices across the country, was ranked sixth among mega RIAs by Barron's in 2025 and trains its financial professionals through the internal Mariner Academy. It hires wealth advisors, financial planning interns in many cities, tax associates, trading analysts, compliance leaders, client service associates and analytics engineers.
marinerwealthadvisors.com • HQ: Overland Park, United States • Tax Advisory & Preparation • Wealth Management & Financial Advisors • 1001-5000 employees • Est. 2006
Tech stack of Mariner
Backed by Leonard Green & Partners

As an Associate Wealth Advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

Responsibilities

  • Work with your 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

  • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items

  • Critical in supporting, retaining and building meaningful client relationships

  • Participate in the sales process in partnership with team to build new client relationships

  • Actively develop skills in various software programs for investment and financial planning

Qualifications

  • Bachelor’s degree (degrees in finance or related field are a plus)

  • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience

  • CFP designation or Series 65 required

Skills and Knowledge

  • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning

  • Previous experience with high net worth or ultra-high net worth clients/families is preferred

  • Experience utilizing financial planning software (eMoney, MoneyGuide Pro)

  • Highly effective interpersonal, relationship management and communication skills

  • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

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