[Remote] Wealth Strategist, Practice Management

Note: The job is a remote job and is open to candidates in USA. Mariner is a privately held national financial services firm ranked in the top five RIAs by Barron’s for the last five years. The Wealth Strategist role involves providing training and support to wealth advisors, focusing on investment strategies and advanced planning. Responsibilities • Support advisors on planning and investment cases by applying knowledge of Mariner’s diverse investment strategies, products, and processes. • Be the primary manager of external relationships and partnerships, including Medicare, lending, cash management, P&C insurance, etc. • Support Practice Management’s training and development of wealth advisors by developing a standardized approach for providing planning & investment advice. • Develop and deliver future training content to enhance advisors’ understanding of strategies, tools, and best practices. • Enhance advisor knowledge of derivatives, alternative investments, and structured notes to better support recurring client conversations around investment strategy, concentrated position management, and portfolio de-risking. • Leverage familiarity with Nitrogen/Riskalyze to help advisors interpret risk data, integrate it into client recommendations, and improve planning conversations. • Provide high net worth client case support by helping advisors model planning scenarios in eMoney. Skills • Minimum 5 years’ experience in financial services, wealth management • At least one of the following is required: CFA or CFP® • Intellectual curiosity; Demonstrate a passion for ongoing learning • Openness to new ideas and new ways of doing things • Excellent written and verbal communication • Detail-oriented with the ability to multi-task and meet deadlines • Ability to change direction quickly while remaining focused and productive • Collaborative: willingness and desire to work across organizational silos • Demonstrated expertise in providing solutions to high net worth clients Company Overview • Your wealth plan shouldn’t sit still. Neither do we. It was founded in 2006, and is headquartered in Leawood, Kansas, USA, with a workforce of 1001-5000 employees. Its website is http://www.marinerwealthadvisors.com/. Company H1B Sponsorship • Mariner has a track record of offering H1B sponsorships, with 1 in 2025, 1 in 2021, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role. Apply tot his job Apply To this Job