Consultant – Independent Portfolio Management & Consulting
Mariner
full-time
Posted on:
Location Type: Hybrid
Location: Sacramento • California • United States
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Salary
💰 $70,200 - $125,000 per year
About the role
- Collaborate with a consulting team to onboard new independent advisors, prepare and provide thoughtful & actionable portfolio recommendations
- Effectively work with your team and available resources in support of our advisors
- Participate in Mariner Independent Portfolio Management & Consulting team strategic initiatives
- Collaborate with other Mariner investment teams to bring the best of Mariner’s investment capabilities to independent advisor consulting relationships
- Active participant in obtaining new advisor clients in partnership with strategic relationships
- Commitment to continuing education, training and talent development at all levels, trains and mentors new & junior members of consulting team
Requirements
- Bachelor’s degree required
- 5+ years’ experience working in an investment management, consultant or other organization that provides relevant experience
- Series 65, CFP or CFA preferred
- Investment management experience with consulting, mutual funds, money manager, or model programs
- Understanding & experience with model portfolios, portfolio management, asset allocation, and capital markets
- Experience with various financial planning and investment software products (Factset, Morningstar Direct, YCharts)
- Strong attention to detail
Benefits
- Compensation reflects the cost of talent across multiple US geographic markets
- Eligibility to participate in an incentive program is subject to the rules governing the program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment managementconsultingportfolio managementasset allocationcapital marketsmodel portfoliosfinancial planningmutual fundsmoney managermodel programs
Soft skills
collaborationteamworkmentoringattention to detailcommunicationstrategic thinkingtrainingcommitment to educationactionable recommendationsrelationship building
Certifications
Series 65CFPCFA