Senior Wealth Consultant
Mariner
full-time
Posted on:
Location Type: Remote
Location: Texas • United States
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Job Level
About the role
- Support market growth and achievement of revenue and profitability goals
- Communicate the firm’s resources, value proposition, solutions and services to representatives from our participating referral programs
- Generate new business opportunities through prospecting, lead generation and closed sales in the custodial referral programs.
- Conduct regular presentations of Mariner Wealth Advisors’ services to referral partner associates in those associates’ offices and at various regional events. Profile and understand prospective client need and match those requirements to the firm’s offerings
- Engage and communicate prospective client needs to the firm’s wealth advisory and partner firms
- Represent and communicate various investment strategies and solutions to prospective clients and referral partner representatives
- Develop and maintain a high level understanding of solutions, products and services
- Collaborate with appropriate business leaders to conduct joint sales calls, prepare proposals, presentations and consult on pricing
- Keep abreast of current trends and new business development opportunities
- Leverage community relations and development centers of influence to generate leads and facilitate introductions
Requirements
- Bachelor’s degree in business or other related field from an accredited college or university
- 5+ years’ experience in the financial services industry
- Series 65, or CFP required
Benefits
- Innovative workplace
- Culture that fosters camaraderie
- Teamwork and work-life balance
- Progressive opportunities
- Professional growth and community support
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
communicationpresentationcollaborationlead generationprospectingclient engagementbusiness developmentconsultation
Certifications
Series 65CFP