Jobs
>
Villa Park

    Senior Wealth Consultant - Villa Park, United States - Mariner Wealth Advisors

    Mariner Wealth Advisors
    Mariner Wealth Advisors Villa Park, United States

    2 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 Chicago, IL 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 Mariners 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 firms 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 Mariners 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 firms offerings
    • Engage and communicate prospective client needs to the firms 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:
    • Bachelors 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

    Barrons Top RIA Firms: Barrons 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 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 Barrons 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 entitys 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.

  • Fidelity Investments

    Wealth Management Consultant

    3 weeks ago

    Fidelity Investments Naperville, IL, United States

    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 model with an existi ...

  • Fidelity Investments

    Wealth Management Consultant

    2 weeks ago

    Fidelity Investments Naperville, 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 model ...

  • Fidelity Investments

    Wealth Management Consultant

    2 weeks ago

    Fidelity Investments Naperville, IL, 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 model ...

  • Fidelity Investments

    Wealth Management Consultant

    1 week ago

    Fidelity Investments Orland Park, United States

    Wealth Management Consultant · Fidelity Investments · Orland Park, United States · Wealth Management Consultant · Fidelity Investments · Orland Park, United States · Posted 3 days ago · Permanent · Competitive · Wealth Management Consultant · If you no longer want to spend ...

  • CFA Institute

    Wealth Management Consultant

    2 weeks ago

    CFA Institute Orland Park, 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 ...

  • CFA Institute

    Wealth Management Consultant

    4 days ago

    CFA Institute Chicago, United States

    Job Description: Financial ConsultantIf 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 model w ...

  • Mariner Wealth Advisors

    Client Service Associate

    22 hours ago

    Mariner Wealth Advisors Oakbrook Terrace, United States

    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 genuinel ...

  • College of DuPage

    Assistant Football Part-time Coach

    3 days ago

    College of DuPage Glen Ellyn, United States Part time

    **Assistant Football Part-time Coach - FP1ENCREDCOACH** · **Assistant Football Part-time Coach - FP1ENCREDCOACH** · The College of DuPage is a comprehensive community college located 27 miles west of downtown Chicago, vitally connected to our local area for over 50 years. We prep ...

  • College of DuPage

    Advisor (Ft), Pf3eadvsrcas

    5 days ago

    College of DuPage Glen Ellyn, United States

    **Advisor (FT), PF3EADVSRCAS** · **Advisor (FT), PF3EADVSRCAS** · The College of DuPage is a comprehensive community college located 27 miles west of downtown Chicago, vitally connected to our local area for over 50 years. We prepare students for a lifelong passion for learning o ...

  • Equitable Advisors

    Wealth Management Associate

    2 weeks ago

    Equitable Advisors Oak Brook, United States

    **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 to make a p ...

  • Goldman Sachs

    Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate

    5 days ago

    Goldman Sachs Chicago, United States

    A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to ...

  • Good Life Companies

    Executive Assistant

    1 day ago

    Good Life Companies Lisle, United States

    Opus Wealth Management, a wealth management firm based in Lisle, Illinois, is presently seeking an Executive Assistant. · **Position Summary**: · The Executive Assistant is responsible for effectively performing administrative tasks, including the preparation of paperwork for acc ...

  • C.H. Robinson

    Commercial General Manager, Intermodal

    2 days ago

    C.H. Robinson Lisle, United States

    **Responsibilities**: · - Drive go-to-market activities by developing and implementing strategies to generate demand, growth, and customer relationships across the network · - Ensure customer perspectives drive priorities, decisions, and activities, empowering teams to serve cust ...

  • Envestnet

    Investment Specialist

    2 weeks ago

    Envestnet Berwyn, United States

    **Description** · Envestnet is seeking a passionate and talented **Investment Specialist **join our Sales team. This position is expected to report to either our Berwyn, PA, Denver, CO, or Raleigh, NC office. · Envestnet is transforming the way financial advice and wellness are d ...

  • Envestnet

    Consulting Services Specialist

    2 weeks ago

    Envestnet Berwyn, United States

    **Description** · Envestnet is seeking a passionate and talented Consulting Services Specialist to join our Portfolio Management Consultants (PMC) team. This position is expected to report to our Berwyn, PA office. · Envestnet is transforming the way financial advice and wellness ...

  • Envestnet

    Proposal Desk Specialist

    2 weeks ago

    Envestnet Berwyn, United States

    **Description** · Envestnet is seeking a passionate and talented **Proposal Desk Specialist** to join our Sales team. This position is expected to report to either our Berwyn, PA or Denver, CO office. · Envestnet is transforming the way financial advice and wellness are delivered ...

  • Cognizant

    Product Owner

    1 week ago

    Cognizant Chicago, United States

    **Product Owner (Wealth Management Data Product) - BANKING & Financial Services** · **Cognizant Consulting** · **Chicago, Illinois - On-Site** · **ABOUT US** · **COGNIZANT CONSULTING** · Within Cognizant is Cognizant Consulting, a global consulting organization delivering strateg ...

  • Wealth Enhancement Group

    Rvp, Partner Programs

    1 week ago

    Wealth Enhancement Group Chicago, United States

    About Wealth Enhancement Group · Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi ...

  • Mission Wealth Management LP

    Client Service Representative

    2 weeks ago

    Mission Wealth Management LP Chicago, United States

    As a Barron's Top 100 RIA firm and voted _Best Places to Work_ by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a dynamic **Client Services Representative** to join our high-performing Operations department. This is an ...

  • Charles Schwab

    VP, Financial Consultant

    6 days ago

    Charles Schwab Orland Park, United States Full time

    Position Type: RegularYour opportunity · At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. · Schwab's branch team is at the hear ...