Career Paths
Discover Your Path at a Firm That Makes Clients and Associates a Priority
Explore our diverse career paths along with opportunities on our in-house teams, including estate planning and trust services, risk management, investment management, retirement plan solutions and tax. No matter which path you choose, associates who join our firm become part of a client-first culture that values team collaboration, diverse perspectives, strategic problem-solving, effective communication and a positive attitude.
If one of these areas interests you, complete our contact form, and we’ll be in touch.
Whether you’re starting out as a client service associate or are further along as a senior wealth advisor, we provide back-office support and in-house teams so you can stay focused on putting your clients’ interests first. Learn More
Careers at Headquarters
Discover our diverse, corporate opportunities in operations, IT, marketing, human resources, legal & compliance and accounting & finance. Learn More
Tax Professional
We offer progressive growth opportunities that go beyond preparing and filing tax returns to offering clients proactive, tax-efficient strategies and estate plans. We’ll give you resources, technology and team connections to help you grow and succeed. Learn More
Internships
Our paid internship program begins with Discover Mariner, a training program that provides an overview of our industry, firm and how we support clients. From there, you’ll join a team where you’ll build real-life career skills. Learn More
Hear What Our Associates Have to Say About Our Career Paths
Alejandro Zayas,
Wealth Advisor
“For me, having excellence as a core value means I seek to learn something new and improve every day. I rely on our team of professionals in the areas of taxes, investments, insurance, estate planning and more to deliver the quality service our clients expect.”
Brittany Williams,
Relationship Manager
“To succeed at our firm, you have to be team-oriented. We succeed and fail as one and live by the model of putting our clients’ needs first. We accomplish this by leveraging each of our skillsets, career experiences and past victories.”