Senior Wealth Consultant - Lead Desk

The role

The Senior Wealth Consultant drives new client acquisition by engaging with leads for the wealth management business. This role involves initial outreach, qualification, and discovery before partnering with Advisors to onboard new clients.

What you will do

• Conduct timely outreach to assigned leads through phone, email, and virtual meetings
• Qualify prospective clients by assessing financial needs, goals, and fit
• Gather and document detailed client information to support Advisors
• Partner with Advisors throughout the sales process
• Maintain consistent follow-up and engagement with prospects
• Track lead activity, opportunity status, and pipeline progress within CRM systems
• Collaborate with marketing and sales teams to follow lead handling processes
• Deliver a professional, consultative experience
• Meet or exceed individual sales activity and conversion targets
• Provide regular updates on pipeline activity, conversion metrics, and sales outcomes

Required qualifications

• Bachelor’s degree in business or a related field from an accredited college or university
• 7+ years of experience in financial services sales or a related client-facing role
• Series 65 or CFP required
• Proven success selling to new and existing clients in a consultative sales environment
• Strong experience managing the full sales cycle, including outreach, qualification, discovery, and handoff
• Excellent communication and listening skills
• Strong persuasion, negotiation, and problem-solving skills
• Ability to clearly document opportunities and maintain a healthy, accurate sales pipeline in Salesforce or similar CRM tools
• High level of organization and follow-through
• Ability to build rapport quickly and establish trust with prospective clients
• Comfortable working in a collaborative, team-based sales environment

Benefits

• Progressive opportunities
• Professional growth
• Giving back to the community
• Innovative workplace
• Culture that fosters camaraderie, teamwork and work-life balance

Before you apply

• All Senior Wealth Consultants must have a clean U4 with no disclosures

About the company

Mariner wealth management focuses on building a diverse culture where everyone has support to achieve career goals. The firm offers an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.