Mariner Advisor Transition Experience

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Explore Your Roadmap to Success

You’ve done your research, talked to our advisor talent team, consulted with trusted colleagues and decided Mariner is the right fit for you — what’s next?

Joining a new firm is a big decision that can be both exciting and intimidating. We’ve created a transition and onboarding process to make sure you feel supported and prepared. We’ll work to help ensure a seamless transition for you and your clients.

Advisor Transition Process

When joining Mariner, you will partner with a program manager to guide you through the entire onboarding process. You will be introduced to an experienced client transition team, who will get to know your client types and investment philosophy and collaborate with you to prepare a customized onboarding plan and tailored transition approach unique to your individual needs. During your onboarding, you will engage with Mariner teams across technology, marketing, compliance, operations, advisory solutions and practice management to ensure a well-rounded introduction to our organization. Additionally, you will be introduced to a peer partner and receive training resources to ensure you have the best onboarding experience and are set up for success to thrive with Mariner.

Advisor Transition Timeline

Below is an example of what a transition timeline may look like for an advisor joining Mariner. Our integration timelines are uniquely created based on your situation.

Getting Started 1

This phase of your journey to joining Mariner includes the initial round of discussions, review of the employment agreement and an introduction to your managing director.

Offer Phase 2

Next, we’ll extend a formal offer.

Transition Preparation 3

Now you’ll meet your dedicated support team who will help prepare you for every step of the transition.

Day 1 as a Mariner Advisor 4

On your first day, we’ll help you with all of your important onboarding tasks.

Transition Phase 5

The transition support doesn’t end once you’re officially on board. Your dedicated program manager will continue to support you as needed.

Transition Complete 6

Congratulations! You are now a Mariner advisor with a wealth of support behind you and your clients.

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With the support I received from Mariner’s investment team, it was an easy transition in terms of having the conversation with my former clients.

Rachel Vivian, CFP®
Senior Wealth Advisor, Mariner

Joined July 2023

See More Advisor Testimonials

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.

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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.