Associate Wealth Consultant

Mariner Holdings; United States; Remote; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking an Associate Wealth Consultant to join their dynamic Organic Growth team. In this role, you will engage with prospective clients through outbound sales calls and inbound inquiries, driving client acquisition and supporting revenue growth. You will work closely with Senior Wealth Consultants, ensuring high levels of integrity and accountability while delivering exceptional customer service. This innovative firm fosters a culture of professional growth and teamwork, providing a supportive environment for your career development. If you are passionate about making a positive impact in the financial services industry, this opportunity is perfect for you.

Benefits

Professional Growth Opportunities

Work-Life Balance

Innovative Workplace

Diverse Culture

Qualifications

• Bachelor's degree in business or finance preferred.
• 2+ years in financial services preferred.

Responsibilities

• Execute outbound sales calls and handle inbound inquiries.
• Identify and develop high-quality sales opportunities.
• Collaborate with internal sales team to meet revenue targets.

Skills

Verbal Communication

Written Communication

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Organizational Skills

Education

Bachelor's Degree in Business or Finance

Tools

CRM Systems

Job description

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at www.mariner.com.

Job Description

The Associate Wealth Consultant, Digital Growth, will be responsible for executing daily outbound sales calls, handling inbound inquiries, and engaging in direct sales activities with prospective clients. This role functions within the Organic Growth team and collaborates closely with Senior Wealth Consultants to support company revenue growth, specifically through client acquisition.

Key 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.

Qualifications:

• 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.
• Series 65, or CFP required.

Skills and Knowledge:

• 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.

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

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.

Job Info

• Job Identification: 746
• Job Category: Business Growth
• Posting Date: 03/15/2025, 02:50 AM
• Apply Before: 03/25/2025, 02:50 AM
• Job Schedule: Full time
• Locations: 5700 W. 112th St., Overland Park, KS, 66211, US (Remote)