Be an early applicantLess than 25 applicants

Company

Mariner Wealth Advisors · 3 hours ago

Associate Wealth Consultant

United States

Full-time

Remote

Entry Level

2+ years exp

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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.
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Responsibilities

Identify, qualify, and develop high-quality sales opportunities, meeting established performance metrics.

Manage lead generation initiatives, call campaigns, and strategies to secure new clients.

Engage with prospects through inbound calls, outbound follow-ups, emails, and other approved communication channels.

Follow established scripts and communication protocols, ensuring accurate record-keeping within the CRM system.

Build trust and rapport with prospective clients, maintaining high levels of integrity and accountability.

Collaborate effectively within a dynamic internal sales team, fostering open communication.

Demonstrate strong organizational skills with the ability to multi-task and meet targets in a fast-paced environment.

Deliver exceptional customer service and ensure client satisfaction.

Perform other tasks or responsibilities as assigned.

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.

Financial services experienceSeries 65CFPSalesforceMS WordExcelPowerPointOutlookClient influenceDiscretion with information

Required

Series 65, or CFP required

All Associate Wealth Consultants must have a clean U4 with no disclosures.

Preferred

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

2+ years’ experience in the financial services industry strongly preferred

Strong verbal and written communication skills with the ability to influence and motivate clients.

Proficiency in Salesforce, MS Word, Excel, PowerPoint, and Outlook.

Experience working with high-level professionals in a fast-paced environment.

Flexibility and discretion with sensitive information are essential.

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)