Consultant, Independent Portfolio Management & Consulting

Mariner Wealth Advisors • Sacramento, CA

4d

About The Position

Description Responsibilities Collaborate with a consulting team to onboard new independent advisors, prepare and provide thoughtful & actionable portfolio recommendations that can ultimately be managed by our team of portfolio managers and portfolio administrators. Effectively work with your team and available resources in support of our advisors, spearheading advisor research requests, and updating information Participate as needed in Mariner Independent Portfolio Management & Consulting team strategic initiatives, and consulting committees Collaborate with other Mariner investment teams to bring the best of Mariner’s investment capabilities to independent advisor consulting relationships Active participant in obtaining new advisor clients in partnership with strategic relationships Commitment to continuing education, training and talent development at all levels, trains and mentors new & junior members of consulting team Qualifications Bachelor’s degree required 5+ years’ experience working in an investment management, consultant or other organization that provides relevant experience Series 65, CFP or CFA preferred Skills & Knowledge Investment management experience with consulting, mutual funds, money manager, or model programs Understanding & experience with model portfolios, portfolio management, asset allocation, and capital markets Experience with various financial planning and investment software products (Factset, Morningstar Direct, YCharts) Highly effective interpersonal, relationship management and communication skills Demonstrated talent development experience, training new staff, mentoring interns, etc. Excellent organizational and time management skills in a high energy environment to manage multiple priorities Strong attention to detail Note: All consultans 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. Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits. #LI-ML1 EOE M/F/D/V

Requirements

• Bachelor’s degree required
• 5+ years’ experience working in an investment management, consultant or other organization that provides relevant experience
• Investment management experience with consulting, mutual funds, money manager, or model programs
• Understanding & experience with model portfolios, portfolio management, asset allocation, and capital markets
• Experience with various financial planning and investment software products (Factset, Morningstar Direct, YCharts)
• Highly effective interpersonal, relationship management and communication skills
• Demonstrated talent development experience, training new staff, mentoring interns, etc.
• Excellent organizational and time management skills in a high energy environment to manage multiple priorities
• Strong attention to detail
• All consultans must have a clean U4 with no disclosures.

Nice To Haves

• Series 65, CFP or CFA preferred

Responsibilities

• Collaborate with a consulting team to onboard new independent advisors, prepare and provide thoughtful & actionable portfolio recommendations that can ultimately be managed by our team of portfolio managers and portfolio administrators.
• Effectively work with your team and available resources in support of our advisors, spearheading advisor research requests, and updating information
• Participate as needed in Mariner Independent Portfolio Management & Consulting team strategic initiatives, and consulting committees
• Collaborate with other Mariner investment teams to bring the best of Mariner’s investment capabilities to independent advisor consulting relationships
• Active participant in obtaining new advisor clients in partnership with strategic relationships
• Commitment to continuing education, training and talent development at all levels, trains and mentors new & junior members of consulting team

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees