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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 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 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 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 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.

Competitive pay - As a Finance & Accounting Associate at Meridian, you will: Execute and support monthly and quarterly close processes; Assist with treasury management and bank transfers; Prepare journal entries, account reconciliations, and variance analyses; Manage accounts payable workflows and t

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Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis. We are currently searching for a Manager to join our CFO Accounting Advisory practice, specifically within our Financial Accounting Advisory team. Our practice helps CFOs, Contro

Accounting & Finance Support / Remote] - Anywhere in U. Competitive pay - As a Finance & Accounting Associate at Meridian, you will: Execute and support monthly and quarterly close processes; Assist with treasury management and bank transfers; Prepare journal entries, account reconciliations, and va

Fanatics Collectibles is seeking a highly motivated and experienced Director, Accounting & Finance Technology to join the Accounting and Finance organization. Take leadership role in developing cross-functional accounting and finance projects including systems implementations, policy development and

Accounting & Finance Support / Remote] - Anywhere in U. Competitive pay - As a Finance & Accounting Associate at Meridian, you will: Execute and support monthly and quarterly close processes; Assist with treasury management and bank transfers; Prepare journal entries, account reconciliations, and va

Bachelor's degree or equivalent experience in Finance, Accounting, or related field. Military training in finance and accounting considered a strong asset. This position is crafted to accommodate the outstanding skills and perspectives of veterans and military spouses, offering a flawless transition

Accounting & Finance Support / Remote] - Anywhere in U. Competitive pay - As a Finance & Accounting Associate at Meridian, you will: Execute and support monthly and quarterly close processes; Assist with treasury management and bank transfers; Prepare journal entries, account reconciliations, and va

Are you ready to elevate your Accounting or Finance journey? At Oceans, where growth is at the heart of everything we do, we'll find the Accounting or Finance role that perfectly matches your skills and ambitions.

Accounting & Finance Support / Remote] - Anywhere in U. Competitive pay - As a Finance & Accounting Associate at Meridian, you will: Execute and support monthly and quarterly close processes; Assist with treasury management and bank transfers; Prepare journal entries, account reconciliations, and va

Non-Clinical - Finance/Accounting.

Bachelor's degree in Accounting or Finance. This role is responsible for overseeing the company's accounting operations, including the preparation of financial reports, maintenance of accurate financial records, and implementation of internal controls and budgeting systems. The goal is to ensure com

We are seeking an experienced Director of Accounting & Finance to lead the full accounting and finance function for a growing organization based in New York City. Director Finance And Accounting. Manage and develop a team of accounting and finance professionals (approximately 5 direct reports).

Non-Clinical - Finance/Accounting.

Key Responsibilities/h3ulliLead and oversee the complete accounting function, including general ledger, month-end and year-end close, financial reporting, and compliance/liliManage and develop a team of accounting and finance professionals (approximately 5 direct reports)/liliOwn the FPA function, i

At Soni Resources Group, we're not just another staffing firm - we're a fast-growing, data-driven team that's disrupting how businesses access talent.Since being founded in 2016, we've built our reputation on fresh ideas, strategic thinking, and strong relationships.Today, Soni has offices in 10 dif