Associate Wealth Consultant, Digital Team

Mariner

Associate Wealth Consultant handling outbound sales calls and operational support for client acquisition. Collaborating with Senior Wealth Consultants on revenue growth within the Organic Growth team.

Posted 5/19/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $65,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact

Identify, qualify, and develop high-quality sales opportunities, meeting established performance metrics.
Manage lead generation initiatives, call campaigns, and strategies to secure new clients.
Engage with prospects through inbound calls, outbound follow-ups, emails, and other approved communication channels.
Follow established scripts and communication protocols, ensuring accurate record-keeping within the CRM system.
Build trust and rapport with prospective clients, maintaining high levels of integrity and accountability.
Collaborate effectively within a dynamic internal sales team, fostering open communication.
Demonstrate strong organizational skills with the ability to multi-task and meet targets in a fast-paced environment.
Deliver exceptional customer service and ensure client satisfaction.

Requirements

What you’ll need

Bachelor’s degree in business, finance or other related field from an accredited college or university strongly preferred
Series 65
2+ years’ experience in the financial services industry strongly preferred

Benefits

Comp & perks

We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
Opportunity for professional growth and community involvement.
Bonus opportunities based on performance.

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

organizational skillscommunication skillscustomer serviceintegrityaccountabilityrapport buildingmulti-taskingcollaboration

Certifications

Bachelor’s degreeSeries 65