Jobs
>
Denver

    Senior Wealth Consultant - Denver, United States - Mariner Wealth Advisors

    Mariner Wealth Advisors
    Mariner Wealth Advisors Denver, United States

    3 weeks ago

    Default job background
    Description
    Overview

    If you are looking to build your career with a firm that puts the client first, then Mariner 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 Denver, CO 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.

    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's 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

    Qualifications

    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

    Skills and Knowledge

    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


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

    Mariner is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do.

    We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community.

    We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals.

    We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

    EOE M/F/D/V

    #LI-TH1

    Barron's Top RIA Firms:
    Barron's


    awarded 2023 #4, #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries.

    Rankings for 2016 – 2023 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years.

    No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking .

    The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided.

    The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barron's uses to rank firms is proprietary.

    The number of firms included in the rankings was:
    , , , , and – The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit

    Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries.

    Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner.

    For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity's Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website ). Registration of an investment adviser does not imply a certain level of skill or training.

    #J-18808-Ljbffr
  • Cetera Financial Group

    Wealth Management Solutions Consultant

    1 week ago

    Cetera Financial Group Denver, United States

    Cetera Financial Group is currently seeking a Product Solutions Consultant. This is a unique opportunity to join our team that is responsible for directing our financial professionals with unbiased guidance on available investment & insurance products. The Product Solutions Consu ...

  • CFA Institute

    Wealth Management Consultant

    2 weeks ago

    CFA Institute Littleton, United States

    Job Description: Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mode ...

  • Morgan Stanley

    at Work

    1 day ago

    Morgan Stanley Denver, United States

    Morgan Stanley at Work - Nonqualified Deferred Compensation – Sales and Plan Consulting - Executive Director Job Number: · Posting Date · :Jun 7, 2024 Primary Location · :Americas-United States of America-Colorado-Denver Other Locations · :Americas-United States of Amer ...

  • Mercer Advisors

    Wealth Advisor, Retirement Plans

    2 weeks ago

    Mercer Advisors Denver, United States Full time

    Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – "A fam ...

  • TIAA

    Advisor Consultant

    2 weeks ago

    TIAA Denver, United States Full time

    The Advisor Consultant will manage a defined territory (set by geography and/or Advisor segmentation), performing external sales functions. The Advisor Consultant will work within US Wealth Advisory Services team to drive sales in their defined territory across all products offer ...

  • US Army

    Tow Truck Driver

    5 days ago

    US Army Denver, United States

    Job Overview: Unlock the path to becoming an exceptional mechanic. System maintainers excel in every facet of their vehicles, providing diagnostic services on the roadside and adeptly handling wiring harness repairs. This role presents endless possibilities for progressing in you ...

  • Platform Accounting Group

    Senior Tax Advisor

    2 weeks ago

    Platform Accounting Group Denver, United States

    Job Description · Job Description · Due to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and colla ...

  • Mercer Advisors

    Wealth Management Enablement Instructional Designer

    2 weeks ago

    Mercer Advisors Denver, United States Full time

    Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – "A fam ...

  • Plante Moran

    Transaction Advisory Services Senior Manager

    2 weeks ago

    Plante Moran Denver, United States

    Transaction Advisory Services Senior Manager Contact | · Experienced Hires · Transaction Advisory Services Senior Manager · Location: United States, Michigan, Southfield · Location: United States, Illinois, Chicago · Location: United States, Colorado, Denver · Location: United S ...

  • Equitable Holdings

    Financial Professional

    2 weeks ago

    Equitable Holdings Denver, United States

    Financial Professional - CO, Denver · Equitable HoldingsMar 06, 2024Finance · Job Description · Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-bei ...

  • Namaste Solar

    Residential Solar Sales

    2 weeks ago

    Namaste Solar Denver, United States

    Why Apply? · Do you want to support the shift to clean, renewable energy? Advance your career with our exclusive training program You'll learn about best practices in Residential Solar Installation, how to utilize the National Electrical Code (NEC), and how Solar PV is helping to ...

  • Namaste Solar

    Residential Solar Sales

    2 weeks ago

    Namaste Solar Denver, United States

    Why Apply? · Do you want to support the shift to clean, renewable energy? Advance your career with our exclusive training program You'll learn about best practices in Residential Solar Installation, how to utilize the National Electrical Code (NEC), and how Solar PV is helping to ...

  • Northern Trust

    Financial Advisor

    2 weeks ago

    Northern Trust Denver, United States

    Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families ...

  • FrontRange Capital Partners, LLC

    Vice President, Investor Relations and Fundraising

    4 weeks ago

    FrontRange Capital Partners, LLC Denver, United States

    Position: Vice President, Investor Relations & Fundraising · Location: 255 Fillmore Street, Denver, CO (Cherry Creek North) · About Us: · FrontRange Capital is a real estate private equity firm specializing in strategic partnerships with leading middle-market real estate companie ...

  • Equitable

    Wealth Management Associate

    2 weeks ago

    Equitable Denver, United States

    Description · Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion ...

  • KPMG-UnitedStates

    Director, SAP Ariba Implementation

    4 weeks ago

    KPMG-UnitedStates Denver, United States

    Business Title:Director, SAP Ariba ImplementationRequisition Number: Function:Advisory · Area of Interest:State:CO · City:Denver · Description: · Historically, the travel requirement for this position has ranged from 80-100%. The safety and well-being of our people continues to b ...

  • Namaste Solar

    Residential Solar PV Apprentice

    23 hours ago

    Namaste Solar Denver, United States

    Why Apply? · Do you want to support the shift to clean, renewable energy? Advance your career with our exclusive training program You'll learn about best practices in Residential Solar Installation, how to utilize the National Electrical Code (NEC), and how Solar PV is helping to ...

  • KPMG-UnitedStates

    Manager, Infrastructure Capital Projects

    2 weeks ago

    KPMG-UnitedStates Denver, United States

    Business Title:Manager, Infrastructure Capital Projects & Climate Advisory (Real Estate)Requisition Number: Function:Advisory · Area of Interest:State:IL · City:Chicago · Description: · KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous cli ...

  • Fidelity TalentSource LLC

    PWM, Investment Management Consultant

    2 weeks ago

    Fidelity TalentSource LLC Denver, United States

    · Job Description: · PWM, Investment Management Consultant The Private Wealth Investment Management Consultant is a client-facing role that serves as an investment planning specialist for Fidelity's high net worth clients and their advisors. The Investment Management Consultant ...

  • Fidelity TalentSource LLC

    PWM, Investment Management Consultant

    2 weeks ago

    Fidelity TalentSource LLC Denver, United States

    Job Description: · PWM, Investment Management Consultant The Private Wealth Investment Management Consultant is a client-facing role that serves as an investment planning specialist for Fidelitys high net worth clients and their advisors. The Investment Management Consultant pr ...