Mariner Holdings

  • Wealth Consultant

    Job Location(s) US-KS-Overland Park
    Posted Date 2 weeks ago(6/5/2018 11:56 AM)
    Entity
    MWAHC - Mariner Wealth Advisors Holding Company
    # of Openings
    1
    Category
    Sales
    Job Closing Date
    8/27/2018
  • Overview

    Mariner Wealth Advisors is a national wealth advisory firm.  Our mission is to help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come.  Simply put, we exist to be advocates.  We believe everyone can benefit from professional advice and, as our clients’ advocate, we help them make informed financial decisions so they can live a fulfilling life.

     

    We are seeking high functioning and energetic candidates for a full-time Wealth Consultant position on our national business development team in Overland Park, KS. The Wealth Consultant is responsible for supporting a Senior Wealth Consultant in generating new business opportunities to drive revenue and market growth.  The candidate we seek will meet the following requirements:

     

    Responsibilities

    • Support a Senior Wealth Consultant in achieving revenue and profitability goals
    • Generate new business opportunities in Mariner’s referral partner programs
    • Communicate Mariner’s offering, value proposition, solutions and services to referral partner representatives and their clients
    • Conduct regular calls and periodic presentations of Mariner’s services to referral partner representatives
    • Profile and understand prospective client needs and match those requirements to Mariner’s offerings
    • Ensure effective and complete communication with prospective clients and referral partners
    • Engage and communicate prospective client needs with Mariner’s wealth advisory teams  
    • Represent and communicate various investment strategies and solutions to prospective clients and referral partner representatives      
    • Develop and maintain a high-level understanding of Mariner’s advisory solutions, investment offerings and wealth management services
    • Manage referral pipelines, coordinate business development events and prepare proposals/presentations
    • Keep abreast of current industry trends and potential development opportunities
    • Leverage key relationships within referral partner programs to generate leads and facilitate introductions

    Qualifications

    • Bachelor’s degree in business, finance or other related field from an accredited college or university
    • 2+ years’ experience in the financial services industry
    • NASD Series 7 and 66 or 65 licenses preferred (must pass within 90 days of hire)
    • Demonstrated knowledge and facilitation of sales cycle / process
    • Problem solving, negotiation and persuasive communication skills
    • Effective written communication skills with ability to adapt to different audiences
    • Effective oral communication skills with ability to address individuals and groups in formal and informal settings
    • Ability to build and maintain professional relationships with clients, prospective clients, internal and community contacts
    • Working knowledge of MS Office Suite
    • Travel up to 10-15%

    EOE/M/F/D/V

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