Director, Wealth Strategy
Mariner
full-time
Posted on:
Location Type: Remote
Location: Kansas • United States
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Salary
💰 $200,000 - $300,000 per year
Job Level
About the role
- Partner with Advisors to deliver comprehensive tax planning across estate, charitable, and business succession needs
- Actively assist Senior Wealth Consultants and Advisors in demonstrating the value of working with Mariner
- Assist with comprehensive wealth assessments by reviewing financial plans and models
- Develop and present estate and tax strategy to prospective clients
- Create thought leadership and whitepapers by providing expertise on complex topics
- Conduct research of technical matters for complex tax and planning needs
Requirements
- Bachelor’s degree required
- 10+ years’ experience working directly with clients on trust, tax and personal financial planning matters
- Understanding of complex investments, tax, generational trust and estate planning
- J.D. or CPA strongly preferred
Benefits
- Innovative workplace
- Diverse culture
- Professional growth opportunities
- Community engagement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax planningestate planningcharitable planningbusiness succession planningfinancial modelingwealth assessmentinvestment analysistrust planningpersonal financial planning
Soft skills
client relationship managementcommunicationpresentation skillsresearch skillscollaboration
Certifications
J.D.CPA