Wealth Advisor

Mariner • Wealth Management • Financial Services • Bachelor's Degree • 12 hours ago
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Salary
≈ $84k – $164k per year (Estimated)
Location
In office (Tulsa)
Seniority
Senior · 5+ years exp
Employment
Full-Time
Overview
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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 • Banking • Wealth Management • Financial Services • 1001-5000 employees • Est. 2006

As a 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 wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

Responsibilities

  • Work with 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

  • Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs

  • Effectively work with your team and available resources in support of our clients, executing client requests and updating information

  • Active participant in obtaining new clients in partnership with strategic relationships and community networks

  • Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates

Qualifications

  • Bachelor’s degree required

  • 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience

  • Series 65, CFP or CFA required

Skills & Knowledge

  • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning

  • Previous experience with high net worth or ultra-high net worth clients

  • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)

  • Highly effective interpersonal, relationship management and communication skills

  • Demonstrated talent development experience, training new staff, mentoring interns, etc.

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

  • Strong attention to detail

Note: All Wealth Advisors must have a clean U4 with no disclosures.

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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