Referral bonus
New Associate Referrals
New Client Referrals
Program overview
Our principles and values are most successfully executed through the hiring of talented and dedicated individuals. As a reward for the referral of quality candidates, we offer an Associate Referral Bonus program.
The cash value of a referral bonus is dependent upon the type and level of position filled by the referred candidate. Awards are payable following the new Associate’s three (3) month anniversary. The following is a guideline for payment; please see the Mariner Wealth Advisors’ Associate Handbook for more information regarding eligibility and payment guidelines.
To receive credit for referrals please have your referral indicate your name when submitting a resume to iCIMS or on the application.
Back office referral schedule
|
Admin/Staff (entry level to Sr. Associates) |
$1,000 |
| Technical (Managers, Analyst and Technology Experts) | $2,000 |
| Management (Directors, Heads and Vice Presidents) | $3,000 |
| Executive (Officers) | $5,000 |
Client-Facing referral schedule
|
Admin/Staff (entry level to Sr. Associate) |
$1,000 |
| Advisor (Advisors and Managers) | $2,000 |
| Senior Advisor (Senior Advisors/Consultants, Heads and Directors) | $3,000 |
program overview
The New Client Referral Bonus plan rewards associates in non-Advisor or Business Development positions who similarly contribute to Mariner’s growth through the introduction of new clients to our Wealth Management and Retirement Plan Solutions services. The total value of the Referral Bonus is defined in the below schedules and paid out in two separate installments, the first being $100 and the second being the remaining balance after a period time allowing for all assets to be transferred.
Please see the Mariner Wealth Advisors’ Associate Handbook policy for more information regarding eligibility and payment guidelines.
To refer clients please use this form and someone from the business development team will reach out.
Wealth Client Referral Schedule
|
Aggregate Billable AUM |
Bonus Value |
| Less thank $100k |
$100 |
| Equal to or greater than $100k but less than $250k | $250 |
| Equal to or greater than $250k but less than $500k | $500 |
| Equal to or greater than $500k but less than $1M | $1,000 |
| Equal to or greater than $1M but less than $3M | $3,000 |
| Equal to or greater than $3m but less than $5M | $5,000 |
| Equal to or greater than $5m | $7,500 |
401K Client Referral Schedule
|
Aggregate Billable AUM |
Bonus Value |
| Less than $1M | $100 |
| Equal to or greater than $1M but less than $5M | $250 |
| Equal to or greater than $5M but less than $10M | $500 |
| Equal to or greater than $10M but less than $25M | $1,000 |
| Equal to or greater than $25M but less than $50M | $3,000 |
| Equal to or greater than $50M | $5,000 |