Become a Mariner Advisor
Gain a Wealth of Support and Expertise
As a Mariner advisor, you get access to in-house expertise in wealth planning, investment advisory, estate, tax, insurance and more to help solve complex wealth challenges from every angle.
It’s designed to give you a wealth of support so you can focus on putting clients first.
It’s how we make a positive impact in all directions — for your career, your clients and the communities in which we serve.
Advisor Benefits and Resources
In addition to specialty teams, you’ll have access to practice management support and back office resources including technology, accounting and finance, legal and compliance, human resources and marketing. You’ll have ample resources to develop clear solutions to your clients’ complex challenges and advance your practice.
Advisor Transition Experience
Interested in joining our collaborative, client-first culture? Our dedicated team will make sure you feel confident in your decision to join Mariner. We’ll onboard you to help ensure a smooth transition.
Access is crucial. I can’t say that enough. And the fact that it’s not just access for me, but access for my clients and every single person with whom I’m going to interact during the course of the next several decades, you can’t beat that.
Mari Peralta, CFP®
Senior Wealth Advisor, Mariner
Joined July 2023
The advisor’s personal comments may not be representative of the experience or opinions of other advisors and there is no guarantee of future performance or success.
Interested in Learning More?
Discover how advisors are accessing the benefits of Mariner. Schedule a time to talk.
Join the Mariner Momentum
At Mariner, we believe every advisor should have a team of advisors to support them. Whether you want to join our team as an advisor or prefer to maintain your independence, we’re here to support your growth.
If our collaborative approach to wealth management aligns with how you want to accelerate your practice, fill out the form below. Our advisor talent team will be in touch soon to discuss how we can work together to support your success.