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Mariner Wealth Reviews Jobs (NOW HIRING)

Mariner

Client Service Associate

Brentwood, MO · On-site

$13.50 - $18.75/hr

Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide * Review activities within the job scope for sufficient controls to ...

Mariner

Client Service Associate

Omaha, NE · On-site

$58K - $67K/yr

Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide * Review activities within the job scope for sufficient controls to ...

Mariner

Client Service Associate

Brentwood, MO · On-site

$13.50 - $18.75/hr

Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide * Review activities within the job scope for sufficient controls to ...

Mariner

Client Service Associate

Manasquan, NJ · On-site

$14.25 - $19.75/hr

Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide * Review activities within the job scope for sufficient controls to ...

Mariner

Client Service Associate

Manasquan, NJ · On-site

$65K - $95K/yr

Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide * Review activities within the job scope for sufficient controls to ...

Mariner

Client Service Associate

Tigard, OR · On-site

$15.25 - $21.25/hr

Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide * Review activities within the job scope for sufficient controls to ...

Mariner

Client Service Associate

Omaha, NE · On-site

$13.75 - $19.25/hr

Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide * Review activities within the job scope for sufficient controls to ...

Mariner

Tax Manager

Cincinnati, OH · On-site

$101K - $130K/yr

Review tax returns, quarterly and annual tax projections, estimated tax vouchers, extension forms ... Understand clients' broader financial needs and identify value-added services that Mariner Wealth ...

Mariner

Tax Manager

Destin, FL · On-site

$101K - $130K/yr

Review tax returns, quarterly and annual tax projections, estimated tax vouchers, extension forms ... Understand clients' broader financial needs and identify value-added services that Mariner Wealth ...

Mariner

Tax Manager, Scottsdale, AZ

Scottsdale, AZ · On-site

$82K - $157K/yr

As a tax manager, you will work directly with clients and wealth management teams to review and ... Understand the client's overall business needs and help identify value-added services that Mariner ...

Mariner

Wealth Planning Analyst

Florham Park, NJ · On-site

$68K - $80K/yr

... review. • Research portfolio holdings, performance, fees, and asset allocation using firm ... or wealth management organization. • Commitment to pursuing the Series 65 license within a ...

Mariner

Analytics Engineer II

Overland Park, KS · On-site

$90K - $115K/yr

Participate in code reviews, version control, testing, and continuous integration and continuous ... wealth management or financial services; experience with dbt for data modeling, testing ...

Mariner

Manager, Client Service

New York, NY · On-site

$90K - $125K/yr

Proficient in what is needed to open Taxable, Retirement, Trust, & Business accounts within Fidelity & Charles Schwab to aid in reviewing requests. * Serve as liaison between Wealth Teams and ...

Altruist

Director, Partnerships

San Francisco, CA · On-site

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by ... Build the partnership operating model - partner tiering, deal review, attribution, joint GTM ...

Mariner

Senior Tax Associate, Novi, MI

Novi, MI · On-site

$54K - $100K/yr

As a senior tax associate, you will work directly with the tax team and wealth management teams to ... Review activities within the job scope for sufficient controls to prevent errors, fraud and ...

Mariner

Intern, Tax - Scottsdale, AZ

Scottsdale, AZ · On-site

... and review tax documents for completeness and accuracy prior to preparation and filing. • ... wealth advisory teams to gain exposure to integrated tax and financial planning concepts and ...

Mariner

Intern, Tax - El Segundo, CA

El Segundo, CA · On-site

$27/hr

... and review tax documents for completeness and accuracy prior to preparation and filing. • ... wealth advisory teams to gain exposure to integrated tax and financial planning concepts and ...

Mariner

Intern, Tax - Louisville, KY

Louisville, KY · On-site

... and review tax documents for completeness and accuracy prior to preparation and filing. • ... wealth advisory teams to gain exposure to integrated tax and financial planning concepts and ...

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Mariner Wealth Reviews information

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$75K

$97.7K

$117K

How much do mariner wealth reviews jobs pay per year?

As of Sep 2, 2026, the average yearly pay for mariner wealth reviews in the United States is $97,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,500.00 and $109,000.00 per year, depending on experience, location, and employer.

What is the difference between Mariner Wealth Reviews vs Financial Advisor?

AspectMariner Wealth ReviewsFinancial Advisor
CredentialsTypically requires CFP, CFA, or similar certificationsOften holds CFP, CFA, or other financial planning certifications
Work EnvironmentOffice-based, client meetings, financial planning firmsOffice or client-site, providing personalized financial advice
Industry UsageUsed in reviews and comparisons of financial planning firmsCommonly searched for career info and professional roles

Mariner Wealth Reviews refer to evaluations of the firm or its services, while a Financial Advisor is a professional providing financial planning and investment advice. Both roles often require similar certifications and work in comparable environments. Understanding these differences helps clients choose the right firm and professionals to meet their financial needs.

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Cities with the most Mariner Wealth Reviews job openings:

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States with the most job openings for Mariner Wealth Reviews jobs include:

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Mariner Wealth Reviews jobs near you
Infographic showing various Mariner Wealth Reviews job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 89% Full Time, 8% Part Time, and 2% Contract. Highlights an 85% Physical, 3% Hybrid, and 12% Remote job distribution, with an average salary of $97,727 per year, or $47 per hour.

Client Service Associate

Mariner

Brentwood, MO • On-site

$13.50 - $18.75/hr

Full-time

Posted 20 days ago

Job description

The Client Service Associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, 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
  • Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary
  • 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
  • Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
  • Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
  • 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
  • Financial services experience or applicable internship experience
  • Wealth management experience a plus

Skills and Knowledge
  • Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
  • Experience with eMoney a plus
  • Positive attitude toward client relations to provide exceptional, proactive client service
  • Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
  • Strong verbal and written communication skills are essential to effective client relationships
  • Highly organized with strong analytical skills
  • Able to work in a team environment

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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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