Mariner

Happy #NationalInternDay! Shoutout to our incredible intern class of 2025—60+ driven students who: - Tackled real work - Asked smart questions - Collaborated across Mariner - Led with curiosity and heart The future looks bright—because of you. Thank you!

Now hiring a senior wealth advisor in our San Jose, CA office! Lead client relationships, deliver tailored wealth strategies & guide clients through every planning stage. Bachelor’s degree, 10+ years experience, CFP, CFA or Series 65 required. Apply today! bit.ly/45ruK4N

We're hiring a managing director in Tigard, OR! Lead a team of advisors, drive growth through strategic partnerships and shape the client experience. CFP®️, CFA or Series 65 required. 10+ years in wealth management. Apply now to lead with impact! bit.ly/44VMVQ9

WealthManagement.com recently interviewed Kevin Corbett about the capacity challenges advisors face in growing their businesses. He shared how partnering with firms like Mariner can help free advisors to focus on what they enjoy most—serving clients. bit.ly/45j0ok2

We’re pleased to welcome these new additions to the Mariner team: senior wealth advisors Wade Bilbrey and Dustin Gaj, who provide comprehensive wealth management services, and wealth consultant Brandon Hendricks, who works with advisors to attract new clients to our firm.

Join Mariner as a senior wealth advisor in our Bellevue office! Lead client relationships, deliver expert financial strategies & inspire trust. Bachelor’s degree, 10+ years of experience required. Series 65, CFP or CFA certification needed. Apply today! bit.ly/4mfMc24

Join Mariner as a senior wealth advisor in our Bellevue office! Lead client relationships, deliver expert financial strategies & inspire trust. Bachelor’s degree, 10+ years of experience required. Series 65, CFP or CFA certification needed. Apply today! bit.ly/3H11t7M

Congratulations to Jana Shoulders! We’re proud to share that Jana Shoulders, principal and senior wealth advisor in our Tulsa, OK office, has been named #53 on Barron’s Top 100 Women Financial Advisors list. Please join us in celebrating her! bit.ly/4o4EWaP

Seeking a wealth advisor to join our team! Build tailored financial plans for high-net-worth clients, foster strong relationships and help shape long-term strategies. Ideal candidates hold a CFP/CFA, value teamwork and are driven to grow. Apply today! bit.ly/4m8Gyyz

Don’t miss this live market outlook. 2025 has tested even seasoned investors. Listen as Mariner’s top strategists share their perspective on what’s driving markets and how to respond. Register now. bit.ly/4lLsg7i

Join our team as a wealth advisor! Work closely with high-net-worth clients to craft personalized financial plans. Ideal candidates are strategic, team-focused, CFP/CFA certified & eager to grow. Help clients plan for today—and thrive tomorrow. Apply now! bit.ly/3GZuAZ4

Senior Wealth Advisor Robert Spears shares how working with Mariner’s trust division can benefit clients looking to transition wealth.

A big part of retirement planning is preparing for the unexpected. By using financial models, you can proactively ask, “What if?” and see how likely your plan is to hold up under pressure—so that you can be ready for whatever comes your way. bit.ly/3IGBxia

We’re pleased to welcome these new additions to the Mariner team: senior wealth consultant Malcolm Elvy works on new business development, while senior wealth advisor Alan Jutca provides comprehensive wealth management services to help clients achieve their goals.

Did you miss it? Mariner’s Chief Investment Strategist, Jeff Krumpelman, joined Yahoo Finance to share his take on what’s driving the market’s strong performance—and what investors should be thinking about now. Watch it now! yhoo.it/44O4eCJ

Apply to join our wealth advisory team! Partner with high-net-worth clients to build personalized financial strategies. 5+ years’ experience required. CFP, CFA or Series 65 preferred. Background in tax, investments & planning. Grow with a supportive team! bit.ly/4nU2bUX

“Clear Air Turbulence” has defined 2025. Don’t miss our mid-year Crystal Ball webinar as we chart the course ahead. July 24 | 3 PM CST RSVP here → bit.ly/4lyqQwW bit.ly/3Iyd66E

Plenty of signals, plenty of questions—Bill Greiner, chief economist, weighs in on what’s happening in the economy and how the administration’s “4 Buckets” may still bring shifts ahead. bit.ly/4nYX5Hg

We’re halfway through the year, which is a good time to do a financial check-in. Review these six tips for how to maximize savings, minimize risks and stay on track to reach your long-term financial goals. bit.ly/44I3qPL

Catch our own Jeff Krumpelman on Yahoo Finance! Don’t miss Jeff as he shares his perspective on the market’s strong first half of 2025—from rebounds and resilient fundamentals to what investors should keep an eye on next. Tune in July 15 at 9:15 a.m. ET! yhoo.it/4me56X9