Teams at Mariner Wealth Advisors

The Senior Wealth Advisor leads a wealth management team, develops comprehensive financial strategies for clients, trains staff, and maintains client relationships.

Provide comprehensive wealth management and customized financial plans for high‑net‑worth clients. Cultivate client relationships, execute client requests, support business development, and mentor junior advisors while collaborating with the wealth management team.

Conduct due diligence and evaluate public markets asset classes, maintain a focus list of recommended strategies, present recommendations to the Enterprise Investment Policy Committee, support advisors with manager searches and client meetings, produce research deliverables and educational materials, lead RFPs for large relationships, mentor associates, and support onboarding, conferences, and special projects.