Mariner Holdings

  • Client Advisor - Mariner Service Team

    Job Location(s) US-KS-Overland Park
    Posted Date 2 weeks ago(6/5/2018 12:02 PM)
    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.

     

    As a result of significant growth, we are hiring a Client Advisor to join our office in Overland Park, KS.  The Client Advisor will manage client relationships supported by Mariner’s extensive referral programs. The Client Advisor is responsible for providing financial guidance to clients and assistance to our referral partners.

     

    Responsibilities

    • Lead the referral program client engagement process
    • Manage relationships as the primary point of contact
    • Coordinate and conduct client meetings on a daily basis
    • Problem solve and resolve common client issues
    • Retain and grow existing client relationships
    • Knowledge of systems for client reporting
    • Research technical issues for client accounts
    • Complete quarterly billing/performance reporting approvals
    • Prepare customized portfolio reports
    • Collaborate with portfolio managers
    • Identify potential opportunities for business development
    • Work with other departments to ensure accuracy of client information

    Qualifications

    • 3+ years of prior experience working in financial services, preferably in an Advisor/Financial Consultant or like role
    • Sales support experience preferred
    • Bachelor’s degree in business, finance or another related field is preferred.
    • Series 65 (or completed within first 90 days of hire)
    • Strong understanding of the financial services industry and financial consulting responsibilities
    • Knowledge of Wealth Management including fee-based consulting, mutual funds, money manager programs, insurance, annuities, and financial planning is a plus
    • Excellent administrative and organizational skills
    • A positive attitude and high energy level
    • Ability to handle multiple tasks and priorities
    • Demonstrated presentation, analytical, interpersonal, relationship management, written, and verbal skills

    We welcome your interest in being a part of the Mariner Wealth Advisors team.   We offer our associates an innovative and challenging place to work with camaraderie and teamwork.  We are a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition. 

     

    EOE/M/F/D/V

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