Mariner

Reducing Manufacturers' Cost of Quality

Director, Wealth Strategy

DirectorDirectorFull TimeRemoteTeam 11-50H1B SponsorCompany SiteLinkedIn

Location

Kansas

Posted

67 days ago

Salary

$200K - $300K / year

Bachelor Degree10 yrs expEnglish

Job Description

• Partner with Advisors to deliver comprehensive tax planning across estate, charitable, and business succession needs • Actively assist Senior Wealth Consultants and Advisors in demonstrating the value of working with Mariner • Assist with comprehensive wealth assessments by reviewing financial plans and models • Develop and present estate and tax strategy to prospective clients • Create thought leadership and whitepapers by providing expertise on complex topics • Conduct research of technical matters for complex tax and planning needs

Job Requirements

  • Bachelor’s degree required
  • 10+ years’ experience working directly with clients on trust, tax and personal financial planning matters
  • Understanding of complex investments, tax, generational trust and estate planning
  • J.D. or CPA strongly preferred

Benefits

  • Innovative workplace
  • Diverse culture
  • Professional growth opportunities
  • Community engagement

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