Transitioning to Mariner Wealth Advisors: We make it easy
Whether you’re an individual advisor greenfielding an office, a team lift-out, or an acquisition, working for a new company can seem daunting. We make the transition easy for you, your team and your clients.
  • Experienced practice management and operations specialists walk your team step-by-step through the transition
  • Dedicated service teams at several major custodians support you and your clients through the onboarding process
  • 100 percent of Mariner Wealth Advisors’ tools, resources and back office support such as compliance, marketing and IT, are made available on Day 1
  • On your first day as part of the Mariner Wealth Advisors family, human resources will take over your benefits and compensation administration, payroll/time reporting, compliance/risk mitigation, recruiting and associate onboarding, performance management, training and development, records retention and terminations/off-boarding
  • Also on your first day, operations will begin handling tasks such as trading, billing, reporting and more