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Mariner · 3 days ago

Consultant, Independent Portfolio Management & Consulting

Sacramento, CA

Full-time

Hybrid

Senior Level

$70K/yr - $125K/yr

5+ years exp

Mariner is a privately held national financial services firm dedicated to meeting modern wealth needs. They are seeking a Consultant for Independent Portfolio Management & Consulting to collaborate with a team to onboard new independent advisors and provide actionable portfolio recommendations, while also participating in strategic initiatives and mentoring junior team members.

ConsultingFinancial ServicesRisk Management

Comp. & Benefits

Responsibilities

Collaborate with a consulting team to onboard new independent advisors, prepare and provide thoughtful & actionable portfolio recommendations that can ultimately be managed by our team of portfolio managers and portfolio administrators

Effectively work with your team and available resources in support of our advisors, spearheading advisor research requests, and updating information

Participate as needed in Mariner Independent Portfolio Management & Consulting team strategic initiatives, and consulting committees

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

Qualification

Investment management experienceModel portfolios understandingFinancial planning softwarePortfolio management experienceCapital markets knowledgeRelationship managementTalent developmentInterpersonal skillsCommunication skillsOrganizational skillsTime managementAttention to detail