Wealth Consultant

Job Location(s) US-AZ-Scottsdale
Posted Date 2 weeks ago(6/6/2024 5:15 PM)
# 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 by providing 360° advice designed to last, then Mariner Wealth Advisors 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.

 

We are seeking high functioning and energetic candidates for a full-time Wealth Consultant position on our national business development team in the Scottsdale, AZ region. The Wealth Consultant is responsible for supporting a Senior Wealth Consultant in generating new business opportunities to drive revenue and market growth. 

Responsibilities

  • Support a Senior Wealth Consultant in achieving revenue and profitability goals
  • Generate new business opportunities in Mariner’s referral partner programs
  • Communicate Mariner’s offering, value proposition, solutions and services to referral partner representatives and their clients
  • Conduct regular calls and periodic presentations of Mariner’s services to referral partner representatives
  • Profile and understand prospective client needs and match those requirements to Mariner’s offerings
  • Ensure effective and complete communication with prospective clients and referral partners
  • Engage and communicate prospective client needs with Mariner’s wealth advisory teams  
  • Represent and communicate various investment strategies and solutions to prospective clients and referral partner representatives      
  • Develop and maintain a high-level understanding of Mariner’s advisory solutions, investment offerings and wealth management services
  • Manage referral pipelines, coordinate business development events and prepare proposals/presentations
  • Keep abreast of current industry trends and potential development opportunities
  • Leverage key relationships within referral partner programs to generate leads and facilitate introductions

Qualifications

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

Skills and Knowledge

  • Demonstrated knowledge and facilitation of sales cycle / process
  • Problem solving, negotiation and persuasive communication skills
  • Effective written communication skills with ability to adapt to different audiences
  • Effective oral communication skills with ability to address individuals and groups in formal and informal settings
  • Ability to build and maintain professional relationships with clients, prospective clients, internal and community contacts
  • Working knowledge of MS Office Suite
  • Travel up to 10-15%

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

 

Mariner Wealth Advisors 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

#LI-TH1

 

Top RIA Firms: Barron’s awarded 2022, 2021, and 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 through 2022 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. The ranking is based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The number of firms included in the rankings was: 20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020 - 2022). The published rankings are based on firm surveys, and the firm’s filings with the regulatory databases were used to cross-check the data provided. The formula Barron’s uses to rank advisors is proprietary. The ranking is not indicative of future performance, and there is no guarantee of future success. For additional information, visit www.barrons.com.

 

 

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