Associate Wealth Consultant, Digital Team

🕒 May 19

🇺🇸 United States – Remote

💵 $65k - $85k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💼 Consultant

🦅 H1B Visa Sponsor

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $75M Debt financing on 2022-02

Finance • B2B

Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.

📋 Description

• 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.

🎯 Requirements

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

🏖️ Benefits

• We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. • Opportunity for professional growth and community involvement. • Bonus opportunities based on performance.