More than one way to move forward
You’ve built your reputation. Now it’s time to build on it. Whether you join as a wealth advisor, support clients in a specialized role or prefer to own your own firm as an independent advisor, you’ll find the support, resources and autonomy to support your continued growth.
Join as a wealth advisor
You’ve proven what you can do. Imagine what’s possible with an in-house team behind you. As a Mariner wealth advisor, you get direct access to specialists in tax strategy, insurance, estate planning and more—so you can spend less time coordinating and more time with your clients.
Join as an independent advisor
Keep everything you enjoy about owning your independent practice—with more behind you. As a Mariner independent advisor, you stay in control of your firm while tapping into in-house expertise across tax, insurance and estate planning. Collaborate as much or as little as your practice calls for. It’s all here when you need it.
Join in a Specialized Role
The right support can help make even the best wealth advisors better. To give their clients the most of their time, they need specialized support to solve the most complex challenges. In a specialized role, you can focus on the areas that you know best — from tax support to estate planning — so that we can best support every client.
How Mariner works is how I believe financial planning should be. It’s a planning process, needs of the client are taken care of, and then we find the solutions for them.
Kurt A. Schindler, Ph.D., CFP®
Senior Wealth Advisor, Mariner
The advisors’ personal comments may not be representative of the experience or opinions of other advisors and there is no guarantee of future performance or success.
Ready to see where you fit?
Let’s talk about what’s next for your career at Mariner.