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Company · Wealth management general

Mariner Wealth Advisors

As of 1 November 2026, Mariner Wealth Advisors has 33 open roles (13 new in 30 days), its finance & accounting team is hiring most, and its postings name eMoney, Microsoft Office and Microsoft Excel as the tools the team works in.

As of 1 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

Birmingham, United States1001-5000 employees50M-250M revenue, est.B2B, B2Cmarinerwealthadvisors.com ↗LinkedIn ↗
Headquarters
Birmingham, Alabama, United States
Employees
1001-5000 employees (linkedin)
Sells to
individuals, businesses, executives
Certifications on site
Site languages
EN
Career system
Ashby
33open roles · 13 new in 30 days
14tools named in postings
United Stateshiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

Mariner Wealth Advisors in one screen

Read from marinerwealthadvisors.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What Mariner Wealth Advisors does

Mariner Wealth Advisors is a wealth management firm that provides wealth planning, investment management, tax and estate planning, and insurance solutions for individuals and businesses. Its offerings include executive financial planning, institutional cash management, and outsourced portfolio solutions. The firm is nationally recognized with a local presence across the country.

executive financial planninginstitutional cash managementinvestment banking and valuation advisory servicesfinancial wellnessspecialty tax servicesoutsourced portfolios
Whom it sells to

Named on the site: individuals, businesses, executives, financial institutions, individual investors, business owners.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 577 scored.

Wealth EnhancementUnited States · 501-1000 employeesSmith + Howard Wealth ManagementUnited States · 201-500 employeesTSG Wealth ManagementUnited States · 51-200 employeesEdgewater Investment GroupUnited States · 201-500 employeesB. Riley WealthUnited States · 201-500 employeesMahler Wealth ManagementUnited States · 501-1000 employees
03Tech stack, with the evidence

What Mariner Wealth Advisors says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

eMoneyFinance & accounting · medium confidence · 19 postings
• Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
Wealth Advisor · first seen 2026-03-07
Microsoft OfficeCustomer service & success · medium confidence · 10 postings
· Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and ability to quickly learn new systems and processes.
Wealth Planning Analyst · first seen 2026-08-17
Microsoft ExcelFinance & accounting · medium confidence · 9 postings
• Proficiency with Microsoft Office, including intermediate Microsoft Excel skills.
Associate Family Office · first seen 2026-08-17
Redtail CRMCustomer service & success · medium confidence · 4 postings
• Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
Client Service Associate · first seen 2026-09-11
SalesforceCustomer service & success · medium confidence · 4 postings
• Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
Client Service Associate · first seen 2026-09-11
Microsoft WordFinance & accounting · medium confidence · 6 postings
· Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and ability to quickly learn new systems and processes.
Wealth Planning Analyst · first seen 2026-08-17
Microsoft OutlookFinance & accounting · medium confidence · 5 postings
· Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and ability to quickly learn new systems and processes.
Wealth Planning Analyst · first seen 2026-08-17
CCHFinance & accounting · medium confidence · 4 postings
• Mastery of various tax compliance software products (CCH or GOSystem preferred)
Senior Manager, Tax · first seen 2026-07-13
Microsoft PowerPointFinance & accounting · medium confidence · 4 postings
· Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and ability to quickly learn new systems and processes.
Wealth Planning Analyst · first seen 2026-08-17
HolistiplanFinance & accounting · medium confidence · 3 postings
· Familiarity with financial planning concepts and planning/investment software (e.g., eMoney, Holistiplan, Nitrogen or similar tools; formal training will be provided.
Wealth Planning Analyst · first seen 2026-09-11
Bloomberg Terminallow confidence · 1 posting
• Experience using Bloomberg, Orion, Moxy, or other order/trade management systems preferred.
Analyst, Options · first seen 2026-09-09
On the website or in DNS

Vendors whose code loads on marinerwealthadvisors.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

1Passwordseen on marinerwealthadvisors.comAdobeseen on marinerwealthadvisors.comaventriseen on marinerwealthadvisors.com
AWS Route 53seen on marinerwealthadvisors.com
DocuSignseen on marinerwealthadvisors.comFigmaseen on marinerwealthadvisors.comLoomseen on marinerwealthadvisors.comMailchimpseen on marinerwealthadvisors.com
mailchimp_transactionalseen on marinerwealthadvisors.com
Microsoft Entra IDseen on marinerwealthadvisors.com
microsoft_intuneseen on marinerwealthadvisors.com
Mimecastseen on marinerwealthadvisors.com
mimecast_dmarc_analyzerseen on marinerwealthadvisors.com
OpenAIseen on marinerwealthadvisors.com
salesforce_marketing_cloudseen on marinerwealthadvisors.com
SendGridseen on marinerwealthadvisors.comspecopsseen on marinerwealthadvisors.com
04Hiring

33 open roles, 26 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at Mariner Wealth Advisors, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add Mariner Wealth Advisors to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like Mariner Wealth Advisors

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 577 scored.

Wealth EnhancementWealth management general · United States501-1000 employees
Smith + Howard Wealth ManagementWealth management general · United States201-500 employees
TSG Wealth ManagementWealth management general · United States51-200 employees
Edgewater Investment GroupWealth management general · United States201-500 employees
B. Riley WealthWealth management general · United States201-500 employees
Mahler Wealth ManagementWealth management general · United States501-1000 employees
07Profile

From the company's own website

Legal nameMariner Wealth Advisors
IndustryBusiness & finance services · Wealth management general
Offeringsexecutive financial planning · institutional cash management · investment banking and valuation advisory services · financial wellness · specialty tax services · outsourced portfolios
Target customersindividuals · businesses · executives · financial institutions · individual investors · business owners
Geographic scopenational · also Canada
Reviews found
Public contact points0 role addresses · 0 phone numbers
Pages readprivacy, terms, team, locations, home, imprint, contact, careers, about
Datescrawled 2026-08-10 · profiled 2026-08-16 · hiring built 2026-10-27
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

Mariner Wealth Advisors (Birmingham, United States, 1001-5000 employees) has 33 open roles, 13 new in 30 days, and names 14 tools in its postings. (Breaknorm, 1 November 2026, https://breaknorm.co/company/marinerwealthadvisors.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from marinerwealthadvisors.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Ashby career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

Mariner Wealth Advisors: questions

Does Mariner Wealth Advisors use eMoney?

Yes, by the company's own words: 19 postings name it, first seen 2026-03-07, in the finance & accounting team.

Is Mariner Wealth Advisors hiring?

33 open roles as of 1 November 2026, 13 opened in the last 30 days and 3 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

From marinerwealthadvisors.com itself: we crawled it on 2026-08-10, built the profile on 2026-08-16, and read its career site (Ashby) hourly since. Headcount is from LinkedIn.

Who should I write to at Mariner Wealth Advisors?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.

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