Opportunities

One Firm, Many Options

Are you an advisor looking to move to a client-first wealth advisory firm with locations across the U.S. or are you thinking about branching out and starting your own firm? Maybe your firm or advisory team is looking for a strategic growth partner or you are looking for a succession strategy for you and your clients.

It could be that you are an independent advisor or firm seeking to scale your business and focus on serving clients without the distractions of back-office responsibilities.

With our integrated advisor solutions and advisor-centric philosophy, we can support you regardless of your path. As you think about your future, and then next step for you personally and professionally, consider Mariner Wealth Advisors.

JoinMWA Advisors

Advisors

We are continually looking for advisors to join the Mariner family, either in an existing location or to greenfield an office for us, or independent advisors who can benefit from our back office offerings. Whether you are a solo advisor, have a team, or are independent, we are a firm you can call home for the duration of your career. We will surround you with a team that is passionate about helping clients reach their goals and supporting you as you grow your business.

JoinMWA Firms

Firms

In evaluating firms, we look for those that are a good fit culturally. We don’t focus on geography, we focus on talent. We evaluate if the firm has trained and developed talent beyond the founder and whether we can help them grow personally and professionally. Our goal: Partnering with firms to provide support and solutions so their advisors can expand the services they offer and have more time to do what they do best—focus on their clients.

We’ll Help Make the Transition Seamless

The true test of a successful transition—and one of the biggest concerns of firms and advisors considering joining Mariner Wealth Advisors—is client retention. A clear plan and confident implementation are essential to providing seamless continuity of service for clients. We have developed and refined the onboarding process through more than 40 acquisitions and onboarding more than 500 advisors. You can depend on our team to partner with you for a successful transition for you and your clients.

Learn more about our transition experience.

Hear How Advisors Are Advancing at Our Firm

If you’re wondering what it’s like to join our firm, don’t take our word for it. Hear how Rachel Vivian, a senior wealth advisor, has grown her practice.

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