Mariner Holdings

  • Wealth Advisor

    Job Location(s) US-OK-Tulsa
    Posted Date 4 months ago(7/9/2018 4:05 PM)
    MWAOK - Mariner Wealth Advisors - Oklahoma
    # of Openings
    Wealth Management
    Job Closing Date
  • Overview

    Mariner Wealth Advisors is a national wealth advisory firm.  Our mission is to help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come.  Simply put, we exist to be advocates.  We believe everyone can benefit from professional advice and, as our clients’ advocate, we help them make informed financial decisions so they can live a fulfilling life.


    As a result of significant growth, we are hiring a Wealth Advisor to join our office in Tulsa, Oklahoma. The Wealth Advisor will assist the Senior Wealth Advisor to provide comprehensive wealth management advice to clients. Relying on financial planning knowledge, the Wealth Advisor will assist in the creation of financial plans and investment proposals.


    • Provide comprehensive wealth management for emerging affluent clients
    • Review and analyze client data: trusts, wills, tax returns and financial plans
    • Prepare analytical reports for customized client reviews
    • Prepare customized comprehensive financial plans
    • Work with other departments to ensure accuracy of client information
    • Assist in retaining and building client relationships


    • 5+ years of prior experience working in a financial planning, accounting, or other capacity that has provided relevant experience
    • Bachelor’s degree (prefer finance or related field)
    • Strong understanding of financial services industry, especially wealth management, investment management and financial planning
    • Previous experience with high-net-worth clients/families is preferred
    • Excellent administrative and organization skills, as well as attention to detail
    • A positive attitude and high energy level
    • Ability to adeptly manage multiple tasks and shifting priorities
    • Demonstrated strong presentation, analytical, interpersonal, relationship management, and written and verbal communication skills
    • Additional education and credentials are a plus, such as MBA, CPA, and work towards, or completion of, the CFP or CFA designation


    We welcome your interest in being a part of the Mariner Wealth Advisors team.   We offer our associates an innovative and challenging place to work with camaraderie and teamwork.  We are a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition.


    Interested candidates can apply online at:


    EOE M/F/D/V


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