Director, Wealth Strategy – Advanced Planning

Mariner

Lead the development and execution of wealth strategies at Mariner. Enhance wealth management offerings through collaboration with advisors and training initiatives.

Posted 6/11/2026full-timeRemote • 🇺🇸 United StatesLead💰 $150,000 - $250,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

wealth strategiesadvanced planning solutionsestate planningtax strategiesfinancial serviceswealth management

Soft Skills

communication skillsconsultation skillspresentation skills

Certifications & Qualifications

Bachelor's degreeSeries 65CFP

Industry Keywords

advanced planningfinancial serviceswealth managementbest practices

About the role

Key responsibilities & impact

Drive the development and implementation of sophisticated wealth strategies and advanced planning solutions
Collaborate closely with advisors and executive leadership to enhance Mariner’s holistic wealth management platform
Serve as the subject matter expert in advanced wealth planning
Partner with advisors to design, implement, and monitor customized advanced planning strategies
Develop and oversee scalable training and professional development programs focused on advanced planning
Provide actionable recommendations and support for best practices

Requirements

What you’ll need

Bachelor’s degree required
Series 65 or CFP, or other similar industry designations
Minimum of 7 years of experience in financial services, wealth management, advanced planning, or a related discipline
Demonstrated expertise in estate planning, tax strategies, or similar advanced planning areas
Exceptional communication, consultation, and presentation skills

Benefits

Comp & perks

We believe in giving associates progressive opportunities
Actively nurturing professional growth
Giving back to the community
Diverse culture where everyone has the support they need to achieve their career goals
Innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance