Senior Wealth Consultant - Texas

Mariner Wealth Advisors•Plano, TX

About The Position

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. As a senior wealth consultant, you will work directly with referral partners, prospective clients, and senior wealth advisors in the Texas 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.

Requirements

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

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 Wealth Advisors’ 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