Be an early applicantLess than 25 applicants

Company

Mariner Wealth Advisors · 5 hours ago

Wealth Consultant

United States

Full-time

Remote

Mid, Senior Level

5+ years exp

Maximize your interview chances

ConsultingFinancial Services

Comp. & Benefits

H1B Sponsor Likely

Insider Connection @Mariner Wealth Advisors

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Support a Senior Wealth Consultant in achieving revenue and profitability goals

Generate new business opportunities in Mariner’s referral partner programs

Communicate Mariner’s offering, value proposition, solutions and services to referral partner representatives and their clients

Conduct regular calls and periodic presentations of Mariner’s services to referral partner representatives

Profile and understand prospective client needs and match those requirements to Mariner’s offerings

Ensure effective and complete communication with prospective clients and referral partners

Engage and communicate prospective client needs with Mariner’s wealth advisory teams

Represent and communicate various investment strategies and solutions to prospective clients and referral partner representatives

Develop and maintain a high-level understanding of Mariner’s advisory solutions, investment offerings and wealth management services

Manage referral pipelines, coordinate business development events and prepare proposals/presentations

Keep abreast of current industry trends and potential development opportunities

Leverage key relationships within referral partner programs to generate leads and facilitate introductions

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

5+ years financial servicesSeries 65CFPSales cycle knowledgeMS Office SuiteEffective written communicationEffective oral communicationRelationship building

Required

Bachelor’s degree in business, finance or other related field from an accredited college or university

5+ years’ experience in the financial services industry

Series 65, or CFP required

Demonstrated knowledge and facilitation of sales cycle / process

Problem solving, negotiation and persuasive communication skills

Effective written communication skills with ability to adapt to different audiences

Effective oral communication skills with ability to address individuals and groups in formal and informal settings

Ability to build and maintain professional relationships with clients, prospective clients, internal and community contacts

Working knowledge of MS Office Suite

Travel up to 10-15%

All Wealth Consultants must have a clean U4 with no disclosures

Company

Mariner Wealth Advisors

Mariner Wealth Advisors is a financial services company specializing in risk management and consultancy services.

Founded in 2006

Leawood, Kansas, USA

1,001-5,000 employees

http://www.marinerwealthadvisors.com/

H1B Sponsorship

Mariner Wealth Advisors has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2021 (1)

2020 (1)