Teams at Mariner Wealth Advisors

Support advisors serving high-net-worth clients by assisting with onboarding, meeting preparation, financial plan development, data entry, CRM and planning software use, account maintenance, and team projects while learning advisory and business development skills.

Support advisors serving high-net-worth clients by assisting with client onboarding, preparing meeting materials, using financial planning and CRM software for plan development, performing data entry and plan modeling, and contributing to client service and business development initiatives.

Designs, configures, and deploys Agentforce agents and autonomous workflows within Salesforce Financial Services Cloud. Integrates agents with MuleSoft APIs, external data, and financial planning platforms; implements Einstein AI capabilities; and ensures security, compliance, and reliable agent behavior. The role also tests and monitors agents, mitigates hallucination risks, analyzes usage data, incorporates advisor feedback, and evaluates new Salesforce AI features.