Cumulative Index Performance — Gross Returns (USD)

- 4. Becoming Mariner Wealth Advisors

Becoming Mariner Wealth Advisors

Kick-off call
Client communication and consent process
Leadership onsite, including HR onboarding preparation, management meeting, firm-wide welcome and 1:1s
Becoming Mariner Wealth Advisors sessions
Introductions to and communication with all back office teams
Onboarding and integration plan development and implementation
Press release (as permissible, at agreed-upon date)

Start the Conversation

We look forward to helping you find the opportunities available to you within the Mariner family. We welcome talented advisors who offer diverse perspectives, are strategic thinkers, communicate effectively and bring a positive attitude as they put the client first in everything they do. Sounds like you? We look forward to connecting.

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