Senior Wealth Consultant – Lead Desk

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🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

💸 Finance

💰 $75M Debt financing on 2022-02

Consulting • Insurance • Finance

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

• Drive new client acquisition for the firm’s wealth management business • Conduct timely outreach to assigned leads through phone, email, and virtual meetings • Qualify prospective clients by assessing financial needs, goals, and fit • Gather and document detailed client information for Advisors • Partner with Advisors through the sales process to support opportunity progression and client onboarding • Maintain follow-up and engagement with prospects through the sales pipeline • Track lead activity, opportunity status, and pipeline progress in CRM systems • Collaborate with marketing and sales teams on lead handling and handoffs • Deliver a professional, consultative, client-first experience • Meet or exceed sales activity and conversion targets • Provide updates on pipeline activity, conversion metrics, and sales outcomes • Perform other duties as assigned

🎯 Requirements

• Bachelor’s degree in business or a related field from an accredited college or university • 7+ years of experience in financial services sales or a related client-facing role • Series 65 or CFP required • Proven success selling to new and existing clients in a consultative sales environment • Strong experience managing the full sales cycle, including outreach, qualification, discovery, and handoff • Excellent communication and listening skills • Strong persuasion, negotiation, and problem-solving skills • Ability to document opportunities and maintain an accurate sales pipeline in Salesforce or similar CRM tools • High level of organization and follow-through • Ability to build rapport and establish trust with prospective clients • Comfortable working in a collaborative, team-based sales environment • Clean U4 with no disclosures • Legally authorized to work in the United States

🏖️ Benefits

• Progressive opportunities and professional growth support • Innovative workplace • Camaraderie and teamwork culture • Work-life balance • Diverse culture with support for career goals • Equal employment opportunities

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