Senior Wealth Consultant (RPP)

Job Location(s) US-NY-New York
Posted Date 2 weeks ago(6/6/2024 10:36 AM)
# of Openings
1
FLSA Status
Exempt
Category
Sales

Overview

If you are looking to build your career with a firm that puts the client first, then Mariner is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.

 

As a senior wealth consultant, you will work directly with referral partners, prospective clients, and senior wealth advisors in the New York Metro market. Specifically, this role focuses on branch and prospective client meetings to support revenue and profitability growth. This will be achieved by developing client leads through Mariner’s participation in referral partner programs. The successful senior wealth consultant will be highly energetic, focused on business development, be a thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.  

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's 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

Qualifications

  • Bachelor’s degree in business or other related field from an accredited college or university
  • 5+ years’ experience in the financial services industry
  • Series 65, or CFP required

Skills and Knowledge

  • Proven success selling business to new and existing clients
  • Experience working with individuals at all levels of an organization, specifically with executive-level decision makers
  • Demonstrated knowledge and facilitation of sales cycle/process
  • Problem-solving, negotiation and persuasive skills
  • Effective written communication skills with ability to adapt to different audiences
  • Effective presentation communication skills with ability to address individuals and groups in formal and informal settings
  • Able to demonstrate/document a healthy sales pipeline via Salesforce
  • Ability to build and maintain professional relationships with clients, prospective clients and internal and community contacts
  • Up to 25% travel

Note:  All Senior Wealth Consultants must have a clean U4 with no disclosures.

 

Mariner is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do. 

 

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. 

 

EOE M/F/D/V

 

Barron’s Top RIA Firms: Barron’s awarded 2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016 – 2023 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking. The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barron’s uses to rank firms is proprietary. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020 – 2023). The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.

 

Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.

 

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