Mariner
IOT • Predictive Maintenance • Predictive Analytics • Deep Learning • AI
11 - 50 employees
💰 Series A on 2022-03
Wealth Consultant
November 26, 2024
Mariner
IOT • Predictive Maintenance • Predictive Analytics • Deep Learning • AI
11 - 50 employees
💰 Series A on 2022-03
Description
• 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 to referral partner representatives and their clients • Conduct regular calls and presentations of Mariner’s services • Profile and understand prospective client needs • Ensure effective 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 • Develop and maintain understanding of Mariner’s advisory solutions • Manage referral pipelines and coordinate business development events
Requirements
• Bachelor’s degree in business, finance or other related field from an accredited college or university • 5+ years’ experience in the financial services industry • Series 65, or CFP required
Benefits
• Innovative workplace • Culture fostering camaraderie and teamwork • Support for career goals
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