---
title: 'Wealth Advisor at Mariner'
canonical: 'https://feeny.ai/job/wealth-advisor-mariner-san-diego-e1183q7q5sfa'
type: 'job'
last_seen: '2026-10-15'
---

# Wealth Advisor at Mariner

- **Company:** Mariner
- **Location:** San Diego, CA
- **Compensation:** $90k–$135k
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-10-12
- **Last confirmed live:** 2026-10-15
- **Apply:** https://jobs.ashbyhq.com/mariner-careers/96e9ead1-9058-49d1-bb4e-80a80eb1bc44/application

**Skills:** Wealth management, Financial planning, Tax, Mutual funds, Money manager programs, Insurance, eMoney, MoneyGuide Pro

> The Wealth Advisor creates comprehensive wealth plans and financial strategies for high-net-worth clients, partnering with the wealth management team to align solutions with client goals. The role involves cultivating client relationships, executing client requests, and mentoring junior staff while driving professio...

## Job description

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

## Responsibilities

- Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
- Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
- Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
- Effectively work with your team and available resources in support of our clients, executing client requests and updating information
- Active participant in obtaining new clients in partnership with strategic relationships and community networks
- Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates

## Qualifications

- Bachelor’s degree required
- 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience
- Series 65, CFP or CFA required

## Skills & Knowledge

- Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
- Previous experience with high net worth or ultra-high net worth clients
- Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
- Highly effective interpersonal, relationship management and communication skills
- Demonstrated talent development experience, training new staff, mentoring interns, etc.
- Excellent organizational and time management skills in a high energy environment to manage multiple priorities
- Strong attention to detail

Note: All Wealth Advisors must have a clean U4 with no disclosures.

## #LI-MK1

#LI-Hybrid 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](https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/).

## EOE M/F/D/V

## About Mariner

## Company Overview
- **One-liner**: Mariner is a privately held national financial services firm built to support modern wealth needs and the advisors who serve them, providing wealth management, investment solutions, and operational support.
- **Entity Type**: Private (privately held)
- **Headquarters**: Overland Park, Kansas, United States (based on company website and industry sources)
- **Founded**: 2006
- **Founders**: Marty Bicknell

## Core Business
- **Primary industry**: Financial services – wealth management, investment advisory, and RIA (Registered Investment Advisor) platform.
- **Target customers**: B2B (financial advisors, independent practices) and B2C (high-net-worth and mass-affluent clients served through advisors). Serves enterprise‑scale and independent advisors.
- **Mission or purpose statement**: “Positively impact the lives of many” by creating opportunities for clients, advisors, and communities.

## Products & Services
- **Wealth Management Platform**: A comprehensive suite of services including investment management, estate planning, tax advice, insurance, and wealth advisory backed by in‑house specialists.
- **Mariner Advisor Model**: Advisors join as firm employees with access to national‑scale resources, back‑office support, and collaboration.
- **Mariner Independent**: Advisors own their own practice while partnering with Mariner for infrastructure, compliance, and specialized expertise.
- **Corporate Services**: Support for tax professionals, operations, IT, marketing, HR, legal, and accounting & finance roles within the firm.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (privately held, no disclosed valuation)
- **Key Metric**: Over **$632 billion in assets under advisement** as of December 31, 2025. The firm started with $300 million in 2006.
- **Notable Investors/Partners**: Barron’s ranked Mariner #6 Mega RIA in 2025 (top five 100 RIAs from 2016‑2024). No external equity investors disclosed.
- **Growth Signals**: 
  - Sustained ranking as a top‑tier RIA.
  - Active acquisition strategy (multiple firms joining the Mariner family).
  - Continued investment in people, technology, and capabilities.
  - Donated through the Mariner Foundation in 2025.

## Competitive Advantages
- **Scale with autonomy**: Advisors gain the infrastructure and specialist teams of a national firm while retaining the ability to operate in the model that best fits their goals (employee‑advisor or independent).
- **In‑house expertise**: Dedicated teams in tax, estate planning, insurance, and investment management reduce the need for third‑party outsourcing.
- **Multiple partnership pathways**: Unique flexibility to join as an advisor, via acquisition, or as an independent practice owner—all under the same brand and support umbrella.
- **Culture of collaboration**: Knowledge‑sharing and team‑oriented environment with a focus on putting clients first.

## Strategic Focus
- **Growth through advisor support**: Positioned to help advisors navigate the expected exit of up to 110,000 advisors over the next decade (per McKinsey) by providing the infrastructure to scale their practices.
- **Continued expansion**: Building out geographic presence and service capabilities via acquisitions and organic development.
- **Technology and capability investment**: Ongoing updates to business operations infrastructure to allow advisors to focus on clients.
- **Deepening client relationships**: Expanding tax, estate, and insurance services that were often built in response to client needs.

## Why Work Here
- **Culture highlights**: Collaborative, team‑oriented, and driven by a “clients first” mantra. Values diversity and inclusion, and offers a sense of belonging to a shared mission.
- **Remote/hybrid/office policy**: Supports different ways of working—advisors and associates have flexibility to engage in‑office or remotely. “Dress for your day” policy.
- **Notable perks and benefits**:
  - Comprehensive healthcare (medical, vision, dental)
  - Paid time off, 11 paid holidays, parental leave
  - 401(k) with company match
  - Wellness program, HSA & FSA, life & AD&D insurance
  - Telehealth, associate assistance fund, health & wellness awards
  - Education reimbursement, wealth advisory services
  - Client and associate referral bonuses, peer recognition program
  - Paid volunteer hours, identity theft protection
  - Discounts at local and national stores
- **Engineering/IT culture**: Corporate opportunities in IT, operations, marketing, HR, legal, and finance—all part of building the platform that supports advisors.

## Sources
1. [joinmariner.com/about-mariner/](https://joinmariner.com/about-mariner/)
2. [marinerwealthadvisors.com/careers/](https://www.marinerwealthadvisors.com/careers/)
3. [joinmariner.com](https://joinmariner.com/)
4. [joinmariner.com/why-mariner](https://joinmariner.com/about-mariner/why-mariner/)
5. [jobs.ashbyhq.com/mariner-careers](https://jobs.ashbyhq.com/mariner-careers)

## Other roles at Mariner

- [Tax Manager](https://feeny.ai/job/tax-manager-mariner-cincinnati-yx6emjzkfbx9) — Cincinnati, OH
- [Client Service Associate](https://feeny.ai/job/client-service-associate-mariner-brentwood-75qtydgbsmra) — Brentwood, MO
- [Client Service Associate](https://feeny.ai/job/client-service-associate-mariner-pittsburgh-nnbj37ap02ta) — Pittsburgh, PA
- [Security Engineer (Product & Business Enablement)](https://feeny.ai/job/security-engineer-product-business-enablement-mariner-united-states-dpzaf6y57190) — United States
- [Wealth Planning Analyst](https://feeny.ai/job/wealth-planning-analyst-mariner-tigard-dcaespg36aab) — Tigard, OR
- [Product Security & Business Enablement Lead](https://feeny.ai/job/product-security-business-enablement-lead-mariner-united-states-knvfc7scrzf5) — United States
- [Head of Applied Financial Expertise, Mariner Academy](https://feeny.ai/job/head-of-applied-financial-expertise-mariner-academy-mariner-united-states-n3dn2tpe3de1) — United States
- [Advisor Capability & Performance Manager, Mariner Academy](https://feeny.ai/job/advisor-capability-performance-manager-mariner-academy-mariner-united-states-z6w9tgk64j6w) — United States
- [Intern, Financial Planning](https://feeny.ai/job/intern-financial-planning-mariner-sandy-springs-cqff0td2axs5) — Sandy Springs, GA
- [Intern, Financial Planning - Bellevue, WA](https://feeny.ai/job/intern-financial-planning-bellevue-wa-mariner-bellevue-8y075ywf8r8k) — Bellevue, WA