Director, Wealth Strategy – Advanced Planning

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🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $150k - $250k / year

⏰ Full Time

🔴 Lead

👔 Director

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $75M Debt financing on 2022-02

Finance • B2B

Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.

📋 Description

• Drive the development and implementation of sophisticated wealth strategies and advanced planning solutions • Collaborate closely with advisors and executive leadership to enhance Mariner’s holistic wealth management platform • Serve as the subject matter expert in advanced wealth planning • Partner with advisors to design, implement, and monitor customized advanced planning strategies • Develop and oversee scalable training and professional development programs focused on advanced planning • Provide actionable recommendations and support for best practices

🎯 Requirements

• Bachelor’s degree required • Series 65 or CFP, or other similar industry designations • Minimum of 7 years of experience in financial services, wealth management, advanced planning, or a related discipline • Demonstrated expertise in estate planning, tax strategies, or similar advanced planning areas • Exceptional communication, consultation, and presentation skills

🏖️ Benefits

• We believe in giving associates progressive opportunities • Actively nurturing professional growth • Giving back to the community • Diverse culture where everyone has the support they need to achieve their career goals • Innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance