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Mariner

Practice Management Consultant

Mariner

. Design and lead advisor coaching and training programs centered on storytelling, consultative conversations, and relationship-building.

Posted 6/11/2026full-timeRemote • 🇺🇸 United StatesSeniorLead💰 $125,000 - $175,000 per yearWebsite

About the role

Key responsibilities & impact
  • Design and lead advisor coaching and training programs centered on storytelling, consultative conversations, and relationship-building.
  • Facilitate engaging training using role play, simulations, and case studies to build advisor communication and presentation skills.
  • Coach advisors individually and in groups to enhance client meeting impact, discovery conversations, and business development effectiveness.
  • Develop scalable coaching tools utilizing AI technology for performance assessment and personalized feedback.
  • Create training resources, playbooks, and conversation frameworks that promote consistent, effective storytelling across the firm.
  • Deliver in-person and virtual training workshops for advisors at all experience levels.
  • Help advisors clearly and persuasively communicate complex financial topics in client-friendly ways.
  • Collaborate with leadership and stakeholders to identify advisor development needs and implement targeted training solutions.

Requirements

What you’ll need
  • Bachelor’s Degree required
  • Minimum 7 years’ financial services or wealth management experience
  • CFP® preferred
  • Proficiency in Salesforce, Orion, eMoney, and Nitrogen preferred

Benefits

Comp & perks
  • Health insurance
  • Retirement plans
  • Professional development
  • Work-life balance

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
coachingtraining program designstorytellingconsultative conversationscommunication skillspresentation skillsbusiness developmentperformance assessmentpersonalized feedbackfinancial topic communication
Soft Skills
relationship-buildingengagement facilitationcollaborationtargeted training implementation
Certifications
Bachelor's DegreeCFP®