Senior Wealth Consultant jobs in United States
cer-icon
Apply on Employer Site
company-logo

Mariner · 3 hours ago

Senior Wealth Consultant

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money$120K/yr - $150K/yr
date7+ years exp

Mariner Wealth Advisors is a top-ranked, national wealth advisory firm with a mission to put clients first. The Senior Wealth Consultant is responsible for driving new client acquisition by engaging with leads and partnering with Advisors throughout the sales process to onboard new wealth management clients.

ConsultingFinancial ServicesRisk Management
check
Comp. & Benefits

Responsibilities

Conduct timely outreach to assigned leads through phone, email, and virtual meetings to initiate client conversations and build interest in the firm’s wealth management services
Qualify prospective clients by assessing financial needs, goals, and fit through structured discovery conversations
Gather and document detailed client information to support Advisors in advancing opportunities and closing business
Partner with Advisors throughout the sales process to ensure continuity, alignment, and a seamless client experience
Maintain consistent follow-up and engagement with prospects to move opportunities through the sales pipeline
Accurately track lead activity, opportunity status, and pipeline progress within CRM systems
Collaborate with marketing and sales teams to follow established lead handling processes and ensure timely handoffs
Deliver a professional, consultative experience that reflects the firm’s client-first approach
Meet or exceed individual sales activity and conversion targets
Provide regular updates on pipeline activity, conversion metrics, and sales outcomes
Other duties as assigned

Qualification

Series 65CFPSalesforceConsultative salesSales cycle managementCommunication skillsNegotiation skillsProblem-solving skillsOrganizational skillsTeam collaboration

Required

Bachelor's degree in business or a related field from an accredited college or university
7+ years of experience in financial services sales or a related client-facing role
Series 65 or CFP required
Proven success selling to new and existing clients in a consultative sales environment
Strong experience managing the full sales cycle, including outreach, qualification, discovery, and handoff
Excellent communication and listening skills with the ability to engage prospects at various levels
Strong persuasion, negotiation, and problem-solving skills
Ability to clearly document opportunities and maintain a healthy, accurate sales pipeline in Salesforce or similar CRM tools
High level of organization and follow-through
Ability to build rapport quickly and establish trust with prospective clients
Comfortable working in a collaborative, team-based sales environment
All Senior Wealth Consultants must have a clean U4 with no disclosures

Benefits

Performance-driven incentive compensation program
Additional compensation and/or benefits

Company

Mariner

twittertwittertwitter
company-logo
Your wealth plan shouldn’t sit still. Neither do we.
dateFounded in 2006
location
Leawood, Kansas, USA
people-size1001-5000 employees
web-link
http://www.marinerwealthadvisors.com/

Funding

Current Stage
Late Stage
Total Funding
$75M
Key Investors
Neuberger BermanPenfund
2024-10-29Private Equity
2022-01-06Debt Financing· $75M

Leadership Team

leader-logo
Marty Bicknell
Founder & CEO
linkedin
F
Faith Xenos
Director and Senior Wealth Advisor
linkedin

Recent News

Investment News
Mariner nabs 12-person team from Northwestern Mutual
2026-01-21
Morningstar.com
Eaglebrook Surpasses $400 Million in AUM While Delivering $52 Million in Client Tax Savings
2025-08-26
FinSMEs
Zoe Raises $30M in Series B Funding
2025-05-02
Company data provided by crunchbase