Personal Banker In Training

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Work with your 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 Critical in supporting, retaining and building meaningful client relationships Participate in the sales process in partnership with team to build new client relationships Actively develop skills in various software programs for investment and financial planning Bachelor's degree (degrees in finance or related field are a plus) ~2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience ~ Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning Previous experience with high net worth or ultra-high net worth clients/families is preferred Experience utilizing financial planning software (eMoney, MoneyGuide Pro) 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. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more.