🕒 4 days ago
Supports licensed wealth advisors by coordinating client service and meetings, gathering financial data, preparing plan drafts, and researching portfolios while developing toward a future advisor role.
Mariner-Careers jobs
Wealth advice and adaptable financial strategies.
14 open roles at Mariner-Careers
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🕒 8 days ago
Develop comprehensive wealth plans and investment portfolios for high-net-worth clients, lead client relationships, support new client growth, and mentor developing team members.
🕒 13 days ago
Shapes secure product and business solutions by partnering with engineering, data, and business teams, assessing SaaS, APIs, integrations, and AI workflows, and embedding practical security patterns and controls.
🕒 13 days ago
Leads functional-skills curriculum and training across financial services business units, translating technical expertise into practical learning, setting capability standards, and measuring how associates apply skills on the job.
🕒 13 days ago
Leads technology and analytics learning for financial advisors, translating emerging AI and tools into practical cohort training while managing Academy performance data, reporting, and tailored development.
📍 🇺🇸 United States - Remote💰 $105k - $130k / year💼 Full-Time🎹 Mid-level🧑🚀 Learning and Development Specialist
🕒 28 days ago
Supports alternative investment portfolio accounting by processing investment documents, validating and reconciling data, resolving exceptions, and improving reporting integrity and operational workflows.
📅 Sep 14
Prepare individual, fiduciary, S-corporation, partnership, private foundation, and gift tax returns while supporting client deliverables, tax research, and responses to taxing authorities.
📅 Sep 14
Supports family office clients through day-to-day accounting, financial reporting, cash flow forecasting, and tax preparation coordination, helping advisors deliver accurate information for client planning and decision-making.
📅 Sep 10
Design and deploy Agentforce agents, autonomous workflows, and AI-enhanced advisor tools in Salesforce Financial Services Cloud, integrating external data and improving advisor and client experiences.
📅 Sep 9
Manage and implement options-focused investment strategies, analyze client portfolios, and execute trades across options and equities while supporting advisors with clear recommendations and account analysis.
📅 May 7
Leads a wealth advisory team in developing comprehensive financial plans and customized investment portfolios for high-net-worth clients, while cultivating client relationships and mentoring associates.
📅 May 7
Leads a wealth advisory team in developing comprehensive financial plans and customized investment portfolios, while cultivating client relationships, addressing complex planning needs, and mentoring associates.
📅 Mar 17
Leads a wealth advisory team in developing comprehensive financial plans and customized investment portfolios, guiding high-net-worth clients through complex decisions while cultivating relationships and mentoring associates.
📅 Mar 7
Develop comprehensive wealth plans and investment portfolios for high-net-worth clients, lead trusted client relationships, support new client growth, and contribute to team development through training and mentoring.
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