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Mariner · 1 hour ago

Senior Wealth Consultant - Texas

Plano, TX

Full-time

Onsite

Senior Level

5+ years exp

Mariner Wealth Advisors is a top-ranked national wealth advisory firm dedicated to putting clients first. As a Senior Wealth Consultant, you will focus on business development by generating client leads and supporting revenue growth through collaboration with referral partners and prospective clients in the Texas market.

ConsultingFinancial ServicesRisk Management

Comp. & Benefits

Responsibilities

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

Qualification

5+ years financial servicesSeries 65CFPBachelor's degreeSalesforceProblem-solving skillsNegotiation skillsPersuasive skillsEffective communicationPresentation skillsRelationship building