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We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelor level of education or higher. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Bachelors level education or higher Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelor level of education or higher. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Bachelors level education or higher Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelor level of education or higher. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Bachelors level education or higher Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelor level of education or higher. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Bachelors level education or higher Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelor level of education or higher. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Bachelors level education or higher Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

In this hourly, remote contractor role, you will review AI-generated finance analyses and/or generate expert finance content, evaluating reasoning quality and step-by-step problem-solving while providing precise written feedback. You will assess solutions for accuracy, clarity, and adherence to the prompt; identify methodological or conceptual errors; fact-check financial claims and assumptions; write high-quality explanations and model solutions; and rate and compare multiple responses based on correctness and reasoning quality. This role is with SME Careers, a fast-growing AI Data Services company and subsidiary of SuperAnnotate, delivering training data for many of the world’s largest AI companies and foundation-model labs. Your finance expertise directly helps improve the world’s premier AI models by making their financial reasoning more accurate, reliable, and clearly explained. Key Responsibilities: • Develop AI Training Content: Create detailed prompts in various topics and responses to guide AI learning, ensuring the models reflect a comprehensive understanding of diverse subjects. • Optimize AI Performance: Evaluate and rank AI responses to enhance the model's accuracy, fluency, and contextual relevance. • Ensure Model Integrity: Test AI models for potential inaccuracies or biases, validating their reliability across use cases. Your Profile: • Bachelor’s degree (or higher) in Finance, Economics, Accounting, Business, Financial Engineering, or Quantitative Finance (including coursework in Micro/Macro, Corporate Finance, Investments, Econometrics, and Accounting). • 5+ years of professional experience in Finance, Economics, Accounting, Business, Financial Engineering, or Quantitative Finance. • Strong command of financial statements, valuation (DCF and multiples), time value of money, and markets/instruments. • Confident in risk/return reasoning, basic macro & microeconomic intuition, and financial modeling logic (assumptions, drivers, sensitivities, consistency checks). • Able to rigorously review and explain reasoning, identify methodological errors, and fact-check claims with high attention to detail; Minimum C1 English proficiency. • Comfortable applying structured sanity checks (conservation-style checks for finance: reconciliation, sign/units consistency, boundary cases, and plausibility bounds). • Reliable, self-directed, and able to deliver consistent quality in an hourly, remote contractor workflow across time zones. • Previous experience with AI data training/annotation, expert review, or editorial QA is strongly preferred.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

About Us Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at . Mariner is committed to, and maintains, a drug-free workplace. For further information, click here . Job Description Responsibilities • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients, • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions, • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items, • Critical in supporting, retaining and building meaningful client relationships, • Participate in the sales process in partnership with team to build new client relationships, • Actively develop skills in various software programs for investment and financial planning Qualifications, • Bachelor's degree (degrees in finance or related field are a plus), • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience, • CFP designation or Series 65 requiredSkills & Knowledge, • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning, • Previous experience with high net worth or ultra-high net worth clients/families is preferred, • Experience utilizing financial planning software (eMoney, MoneyGuide Pro), • Highly effective interpersonal, relationship management and communication skills, • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities We"welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $63,000.00/year to $140,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-MK1 EOE M/F/D/V About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

Job Description Job type: Full-time Reports to: Chief Executive Officer Direct Reports: Accounting Manager, Accounts Payable Manager, Accounts Receivable Manager, and related Finance staff Position Summary The Chief Financial Officer will serve as a key strategic partner to the CEO, Board, and private equity sponsors. The CFO will lead all aspects of financial management, including accounting, FP&A, treasury, tax, audit, and M&A integration, while ensuring discipline, transparency, and compliance across the organization. The successful candidate will bring extensive experience in job cost accounting, cash flow management, AR management, and success leading a finance team in a high-growth company. He or she will be equally adept at the strategic (financial modeling, capital structure, value creation planning) and the tactical (month-end close, cash management, reporting). This is a "player/coach" role suited to a leader who thrives in high-growth, entrepreneurial settings. Compensation & Opportunity This role offers a competitive compensation package including base salary, annual performance bonus, and a meaningful equity participation opportunity aligned with private equity ownership. This is a unique opportunity to join a high-growth business at a pivotal inflection point—helping to transform the finance organization into a key enabler of scale and value creation. Key Responsibilities Strategic Leadership & Financial Planning • Serve as a thought partner to the CEO and Board, helping shape strategy, financial architecture, and execution plans for scaling the business., • Lead long-range financial planning, annual budgeting, and reforecasting processes; translate financial insights into actionable business decisions., • Partner with PE investors to drive key performance metrics, capital allocation decisions, and strategic planning., • Oversee all accounting operations, including general ledger, AR, AP, payroll, expense management, and financial reporting. Take a hands-on approach to AR management in order to reduce AR by 30 days., • Own the monthly close, ensuring accurate, timely, and GAAP-compliant financial statements., • Direct the internal controls framework and lead the annual audit process., • Develop post-acquisition integration frameworks for systems, people, and processes., • Support financial due diligence, modeling, and integration for strategic acquisitions., • Manage daily liquidity, banking relationships, cash flow forecasting, and debt covenant compliance., • Oversee treasury operations, including credit facilities, working capital management, and capital expenditures., • Build and mentor a best-in-class finance team capable of supporting a growing, multi-location business., • Partner cross-functionally with operations, sales, and project management to improve visibility and accountability to financial outcomes., • Cultivate a performance-oriented, transparent, and data-driven culture throughout the organization. Candidate Profile Professional Experience • 15+ years of progressive financial leadership experience, including at least 5 years as CFO, VP Finance, or Controller in a private equity–backed or growth-oriented company., • Strong command of FP&A, strategic planning, and data analytics, with a track record of driving operational and financial performance improvement., • Demonstrated success in M&A execution and post-acquisition integration., • Experience implementing or upgrading ERP and reporting platforms to enhance accuracy and insight., • Hands-on experience managing multi-entity, job-cost accounting environments (construction, environmental services, or field services industries highly preferred)., • Track record of leading or supporting debt compliance, lender reporting, and recapitalization efforts., • Bachelor’s degree in Accounting, Finance, or related discipline required., • CPA designation strongly preferred; MBA or advanced degree also preferred., • Strategic problem-solver with exceptional analytical, modeling, and communication skills., • Hands-on and pragmatic—comfortable operating in a lean environment where execution and accuracy matter., • Proven ability to lead and develop teams while also being directly involved in key deliverables., • Relationship-driven leader who can collaborate effectively across operations, sales, and field teams., • Results-oriented, calm under pressure, and driven by continuous improvement., • Confident executive presence that conveys competence across multiple stakeholders in the c-suite, boardroom, and with lenders. Alternate Titles: • Chief Financial Officer – Private Equity Portfolio, • CFO – Growth & M&A, • CFO – Multi-Location Services Business, • CFO – PE-Backed Company, • Vice President of Finance, • VP of Finance & Strategy, • Head of Finance, • Head of Finance & Accounting, • Finance Director (Growth Company), • Strategic Finance Leader, • Operating CFO, • CFO – Field Services / Construction / Environmental Services, • CFO – Scaling Organization, • CFO – M&A and Integration, • Senior Vice President, Finance, • SVP Finance & Accounting, • CFO – Transformation & Growth, • CFO – Private Company, • CFO – ERP & Financial Systems Transformation Keywords for SEO: chief financial officer, CFO, CFO job, CFO jobs, chief financial officer job opening, chief financial officer hiring, CFO private equity, PE backed CFO, portfolio company CFO, growth company CFO, operating CFO, strategic CFO, CFO multi location business, CFO field services, CFO construction industry, CFO environmental services, CFO job cost accounting, CFO financial leadership, CFO executive leadership, CFO M&A experience, CFO mergers and acquisitions, CFO post acquisition integration, CFO FP&A leadership, CFO financial planning and analysis, CFO strategic planning, CFO accounting and controls, CFO GAAP compliance, CFO audit leadership, CFO ERP implementation, Business Central CFO, CFO treasury and cash management, CFO liquidity management, CFO working capital management, CFO debt compliance, CFO lender reporting, CFO cash flow forecasting, CFO capital allocation, CFO private company accounting, CFO board partnership, CFO investor relations, CFO scaling organization, CFO systems transformation, CFO team development, finance executive jobs, C-suite finance executive, senior finance leader job We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Description Job type: Full-time Reports to: Chief Executive Officer Direct Reports: Accounting Manager, Accounts Payable Manager, Accounts Receivable Manager, and related Finance staff Position Summary The Chief Financial Officer will serve as a key strategic partner to the CEO, Board, and private equity sponsors. The CFO will lead all aspects of financial management, including accounting, FP&A, treasury, tax, audit, and M&A integration, while ensuring discipline, transparency, and compliance across the organization. The successful candidate will bring extensive experience in job cost accounting, cash flow management, AR management, and success leading a finance team in a high-growth company. He or she will be equally adept at the strategic (financial modeling, capital structure, value creation planning) and the tactical (month-end close, cash management, reporting). This is a "player/coach" role suited to a leader who thrives in high-growth, entrepreneurial settings. Compensation & Opportunity This role offers a competitive compensation package including base salary, annual performance bonus, and a meaningful equity participation opportunity aligned with private equity ownership. This is a unique opportunity to join a high-growth business at a pivotal inflection point—helping to transform the finance organization into a key enabler of scale and value creation. Key Responsibilities Strategic Leadership & Financial Planning • Serve as a thought partner to the CEO and Board, helping shape strategy, financial architecture, and execution plans for scaling the business., • Lead long-range financial planning, annual budgeting, and reforecasting processes; translate financial insights into actionable business decisions., • Partner with PE investors to drive key performance metrics, capital allocation decisions, and strategic planning., • Oversee all accounting operations, including general ledger, AR, AP, payroll, expense management, and financial reporting. Take a hands-on approach to AR management in order to reduce AR by 30 days., • Own the monthly close, ensuring accurate, timely, and GAAP-compliant financial statements., • Direct the internal controls framework and lead the annual audit process., • Develop post-acquisition integration frameworks for systems, people, and processes., • Support financial due diligence, modeling, and integration for strategic acquisitions., • Manage daily liquidity, banking relationships, cash flow forecasting, and debt covenant compliance., • Oversee treasury operations, including credit facilities, working capital management, and capital expenditures., • Build and mentor a best-in-class finance team capable of supporting a growing, multi-location business., • Partner cross-functionally with operations, sales, and project management to improve visibility and accountability to financial outcomes., • Cultivate a performance-oriented, transparent, and data-driven culture throughout the organization. Candidate Profile Professional Experience • 15+ years of progressive financial leadership experience, including at least 5 years as CFO, VP Finance, or Controller in a private equity–backed or growth-oriented company., • Strong command of FP&A, strategic planning, and data analytics, with a track record of driving operational and financial performance improvement., • Demonstrated success in M&A execution and post-acquisition integration., • Experience implementing or upgrading ERP and reporting platforms to enhance accuracy and insight., • Hands-on experience managing multi-entity, job-cost accounting environments (construction, environmental services, or field services industries highly preferred)., • Track record of leading or supporting debt compliance, lender reporting, and recapitalization efforts., • Bachelor’s degree in Accounting, Finance, or related discipline required., • CPA designation strongly preferred; MBA or advanced degree also preferred., • Strategic problem-solver with exceptional analytical, modeling, and communication skills., • Hands-on and pragmatic—comfortable operating in a lean environment where execution and accuracy matter., • Proven ability to lead and develop teams while also being directly involved in key deliverables., • Relationship-driven leader who can collaborate effectively across operations, sales, and field teams., • Results-oriented, calm under pressure, and driven by continuous improvement., • Confident executive presence that conveys competence across multiple stakeholders in the c-suite, boardroom, and with lenders. Alternate Titles: • Chief Financial Officer – Private Equity Portfolio, • CFO – Growth & M&A, • CFO – Multi-Location Services Business, • CFO – PE-Backed Company, • Vice President of Finance, • VP of Finance & Strategy, • Head of Finance, • Head of Finance & Accounting, • Finance Director (Growth Company), • Strategic Finance Leader, • Operating CFO, • CFO – Field Services / Construction / Environmental Services, • CFO – Scaling Organization, • CFO – M&A and Integration, • Senior Vice President, Finance, • SVP Finance & Accounting, • CFO – Transformation & Growth, • CFO – Private Company, • CFO – ERP & Financial Systems Transformation Keywords for SEO: chief financial officer, CFO, CFO job, CFO jobs, chief financial officer job opening, chief financial officer hiring, CFO private equity, PE backed CFO, portfolio company CFO, growth company CFO, operating CFO, strategic CFO, CFO multi location business, CFO field services, CFO construction industry, CFO environmental services, CFO job cost accounting, CFO financial leadership, CFO executive leadership, CFO M&A experience, CFO mergers and acquisitions, CFO post acquisition integration, CFO FP&A leadership, CFO financial planning and analysis, CFO strategic planning, CFO accounting and controls, CFO GAAP compliance, CFO audit leadership, CFO ERP implementation, Business Central CFO, CFO treasury and cash management, CFO liquidity management, CFO working capital management, CFO debt compliance, CFO lender reporting, CFO cash flow forecasting, CFO capital allocation, CFO private company accounting, CFO board partnership, CFO investor relations, CFO scaling organization, CFO systems transformation, CFO team development, finance executive jobs, C-suite finance executive, senior finance leader job We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Description Job type: Full-time Reports to: Chief Executive Officer Direct Reports: Accounting Manager, Accounts Payable Manager, Accounts Receivable Manager, and related Finance staff Position Summary The Chief Financial Officer will serve as a key strategic partner to the CEO, Board, and private equity sponsors. The CFO will lead all aspects of financial management, including accounting, FP&A, treasury, tax, audit, and M&A integration, while ensuring discipline, transparency, and compliance across the organization. The successful candidate will bring extensive experience in job cost accounting, cash flow management, AR management, and success leading a finance team in a high-growth company. He or she will be equally adept at the strategic (financial modeling, capital structure, value creation planning) and the tactical (month-end close, cash management, reporting). This is a "player/coach" role suited to a leader who thrives in high-growth, entrepreneurial settings. Compensation & Opportunity This role offers a competitive compensation package including base salary, annual performance bonus, and a meaningful equity participation opportunity aligned with private equity ownership. This is a unique opportunity to join a high-growth business at a pivotal inflection point—helping to transform the finance organization into a key enabler of scale and value creation. Key Responsibilities Strategic Leadership & Financial Planning • Serve as a thought partner to the CEO and Board, helping shape strategy, financial architecture, and execution plans for scaling the business., • Lead long-range financial planning, annual budgeting, and reforecasting processes; translate financial insights into actionable business decisions., • Partner with PE investors to drive key performance metrics, capital allocation decisions, and strategic planning., • Oversee all accounting operations, including general ledger, AR, AP, payroll, expense management, and financial reporting. Take a hands-on approach to AR management in order to reduce AR by 30 days., • Own the monthly close, ensuring accurate, timely, and GAAP-compliant financial statements., • Direct the internal controls framework and lead the annual audit process., • Develop post-acquisition integration frameworks for systems, people, and processes., • Support financial due diligence, modeling, and integration for strategic acquisitions., • Manage daily liquidity, banking relationships, cash flow forecasting, and debt covenant compliance., • Oversee treasury operations, including credit facilities, working capital management, and capital expenditures., • Build and mentor a best-in-class finance team capable of supporting a growing, multi-location business., • Partner cross-functionally with operations, sales, and project management to improve visibility and accountability to financial outcomes., • Cultivate a performance-oriented, transparent, and data-driven culture throughout the organization. Candidate Profile Professional Experience • 15+ years of progressive financial leadership experience, including at least 5 years as CFO, VP Finance, or Controller in a private equity–backed or growth-oriented company., • Strong command of FP&A, strategic planning, and data analytics, with a track record of driving operational and financial performance improvement., • Demonstrated success in M&A execution and post-acquisition integration., • Experience implementing or upgrading ERP and reporting platforms to enhance accuracy and insight., • Hands-on experience managing multi-entity, job-cost accounting environments (construction, environmental services, or field services industries highly preferred)., • Track record of leading or supporting debt compliance, lender reporting, and recapitalization efforts., • Bachelor’s degree in Accounting, Finance, or related discipline required., • CPA designation strongly preferred; MBA or advanced degree also preferred., • Strategic problem-solver with exceptional analytical, modeling, and communication skills., • Hands-on and pragmatic—comfortable operating in a lean environment where execution and accuracy matter., • Proven ability to lead and develop teams while also being directly involved in key deliverables., • Relationship-driven leader who can collaborate effectively across operations, sales, and field teams., • Results-oriented, calm under pressure, and driven by continuous improvement., • Confident executive presence that conveys competence across multiple stakeholders in the c-suite, boardroom, and with lenders. Alternate Titles: • Chief Financial Officer – Private Equity Portfolio, • CFO – Growth & M&A, • CFO – Multi-Location Services Business, • CFO – PE-Backed Company, • Vice President of Finance, • VP of Finance & Strategy, • Head of Finance, • Head of Finance & Accounting, • Finance Director (Growth Company), • Strategic Finance Leader, • Operating CFO, • CFO – Field Services / Construction / Environmental Services, • CFO – Scaling Organization, • CFO – M&A and Integration, • Senior Vice President, Finance, • SVP Finance & Accounting, • CFO – Transformation & Growth, • CFO – Private Company, • CFO – ERP & Financial Systems Transformation Keywords for SEO: chief financial officer, CFO, CFO job, CFO jobs, chief financial officer job opening, chief financial officer hiring, CFO private equity, PE backed CFO, portfolio company CFO, growth company CFO, operating CFO, strategic CFO, CFO multi location business, CFO field services, CFO construction industry, CFO environmental services, CFO job cost accounting, CFO financial leadership, CFO executive leadership, CFO M&A experience, CFO mergers and acquisitions, CFO post acquisition integration, CFO FP&A leadership, CFO financial planning and analysis, CFO strategic planning, CFO accounting and controls, CFO GAAP compliance, CFO audit leadership, CFO ERP implementation, Business Central CFO, CFO treasury and cash management, CFO liquidity management, CFO working capital management, CFO debt compliance, CFO lender reporting, CFO cash flow forecasting, CFO capital allocation, CFO private company accounting, CFO board partnership, CFO investor relations, CFO scaling organization, CFO systems transformation, CFO team development, finance executive jobs, C-suite finance executive, senior finance leader job We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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