Mariner

Financial Planning and Analysis

• Participate in a rotational program across Investments and Trading teams.
• Gain hands-on knowledge and exposure to trade reconciliation, trade execution, and portfolio management.
• Work with teams on daily tasks and special projects.
• Observe traders and portfolio managers to learn trade management and execution.
• Contribute ideas during team discussions to improve processes and workflows.
• Support portfolio management activities including account maintenance and cash management processes.
• Assist with model analysis, data entry, and troubleshooting system issues.
• Collaborate with team members on special projects and trading initiatives.

Intern, Investment & Trading

Growth Marketing

• Identify and drive growth opportunities across wealth groups by understanding advisory team business models and connecting them with resources
• Bridge advisory teams with Advisor Coaching and Advisor Experience teams
• Help advisors navigate Mariner’s platform and introduce them to subject matter experts and solutions
• Partner with advisors to create, implement, and track growth roadmaps—hold them accountable to milestones and outcomes
• Spot competitive threats, emerging trends, and new opportunities for expansion
• Recommend and support adoption of strategies to improve efficiency, enhance client engagement, and increase revenue potential
• Travel up to 25-50%

Director, Advisor Growth and Engagement

• As an Associate, Specialty Tax, you will help our clients as you develop compliant and comprehensive cost segregation studies that increase tax benefits.
• Review and analyze all available construction or acquisition documentation for a respective project
• Examine any available construction drawings, floorplans, and project specifications to identify and properly classify all depreciable assets
• Conduct on-site inspections to notate and document the nature and use of all depreciable property
• Prepare detailed schedules & reports summarizing and supporting the results of our depreciation analysis
• Effectively communicate with CPAs and clients to understand goals and needs

Associate, Specialty Tax

Procurement

• As a Recruiter, play a pivotal role in scaling Mariner by identifying, attracting, and delivering an extraordinary candidate experience
• Manage critical pieces of top-of-funnel recruitment: sourcing, qualifying, and screening candidates
• Proactively source and engage top-tier talent and build/maintain talent pipelines
• Manage pipeline activity and provide recommendations for improving talent strategies based on data
• Develop and execute recruitment strategies and meet/exceed quarterly recruiting metrics
• Foster an exceptional candidate experience aligning with the Mariner brand
• Assist senior recruiters with scheduling interviews, candidate communications, and updating hiring managers
• Build and maintain relationships with clients, partners, and stakeholders to expand Mariner’s network
• Collaborate with internal teams on business development strategies; represent Mariner at events and conferences
• Partner with leadership to negotiate contracts, close deals, and manage key business relationships
• Identify and develop strategic partnerships and conduct market research to identify new business opportunities

Talent Sourcing Manager

Analyst

• Effectively communicate to advisors the best solution for their client
• Provide analysis on client accounts and portfolio management decisions
• Conduct research on portfolio holdings and stay current on stock specific news
• Manage customized client portfolios
• Research and create customized investment solutions for high-net-worth individuals and institutions
• Implement investment action decisions for the portfolio team
• Monitor account positions daily
• Generate and execute specific account level trades
• Invest new accounts and liquidate terminated accounts
• Rebalance for contributions/withdrawals
• Execute trades in a variety of asset classes including options and equities
• Responsible for the timely and accurate execution of trades throughout the day as submitted by Advisors
• Continuously improve the trading process and procedures to gain efficiencies and improve trade execution

Options Analyst

Client Services Representative

• Primarily support the paperwork team, onboarding new clients by working with outside advisors. This role focuses on taking ownership of client onboarding cases from the initial information gathering to final account funding. This includes working with other departments, and outside custodians, to facilitate a seamless transition.
• The client service associate is a critical part of the Mariner Wealth Advisors team. As one of the first associates’ advisors connect with, the client service associate is instrumental in making sure advisors have a positive experience, reducing NIGOs and facilitating a seamless account onboarding. If you love building relationships, managing a diversity of tasks, have a strong attention to detail and excellent time management, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service.
• Responsibilities
• Maintain client paper files and electronic data files in a timely manner; journals, transfers, and other money movement/account funding
• Understand an advisor’s overall business needs in relation to new account openings
• Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
• Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
• Perform other duties as assigned
• Qualifications
• High school diploma required; bachelor’s degree preferred
• Wealth management experience or applicable internship experience
• Broader financial experience a plus

Client Service Associate

• Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
• Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
• Present complete, timely and accurate client deliverables in an efficient manner
• Attend and participate in learning opportunities through associate meetings and internal resources made available through compliance, practice management, etc.
• Respond to inquiries from the IRS and other taxing authorities, research technical matters for complex tax needs and updates to regulations
• Compliance to the Firm’s quality control standards
• Additional projects, furthering the service of clients as needed

Associate, Tax

• As a Financial Planning Intern, you’ll assist your team in servicing clients through holistic financial planning and client relationship support.
• This internship provides opportunity to develop foundational advisory, consultative, and business development skills through hands-on experience supporting Advisors through client onboarding, meeting preparation, and the creation of financial plans.
• You will observe client meetings (where appropriate) to gain firsthand experience in how Advisors build relationships and solve client challenges.
• Participate in client meeting follow-up tasks including documentation, research, and solution development.
• Contribute ideas during team discussions on improving client service and business development opportunities.
• Support client service activities, including account maintenance and money movement processes.
• Use financial planning and CRM software to assist with plan development and data management.
• Assist with data entry, plan modeling, and compiling plan deliverables.
• Collaborate with team members on special projects and client service initiatives.
• Support client onboarding by preparing and processing necessary paperwork.

Financial Planning Intern

• Tax Intern will work 30–40 hours per week from late January to mid-April 2026, handling real client work and learning tax returns (personal, fiduciary, S-Corporation, partnership, private foundation, and gift tax).
• Collaborate with Mariner’s Tax professionals to learn about personal, fiduciary, S-Corporation, partnership, private foundation, and gift tax planning and compliance.
• Gain hands-on learning to develop foundational knowledge of tax planning and compliance.
• Work with Wealth teams to service clients as it relates to integrated tax and wealth planning.
• Assist in the preparation of tax returns, income tax projections, estimated tax vouchers, and extension forms.
• Collaborate with Tax professionals on special projects and work that directly supports clients.
• Proficiency in Microsoft Excel and Word; willingness to learn specialized tax planning and preparation software.