Senior Wealth Consultant - Lead Desk at Mariner Wealth Advisors · United States · Joined
MA
Senior Wealth Consultant - Lead Desk
Mariner Wealth Advisors · United States · 8h ago · 0 applicants
NewRemoteFull-timeSenior
Pay
Pay not listed
Workplace
Remote
Job type
Full-time
Level
Senior
Team: Lead Desk · Source: builtin · Posted by joined-scrapper
About the role
The Senior Wealth Consultant drives new client acquisition by reaching out to and qualifying leads, then partnering with Advisors to convert prospects into wealth management clients. This remote role focuses on the early stages of the sales process and pipeline management.
What you’ll do
Conduct timely outreach to assigned leads via phone, email, and virtual meetings
Qualify prospective clients through structured discovery conversations
Document client information to support Advisors in advancing opportunities
Partner with Advisors throughout the sales process for a seamless client experience
Track lead activity, opportunity status, and pipeline progress in CRM systems
Meet or exceed individual sales activity and conversion targets
What you’ll need
Bachelor's degree in business or a related field
7+ years of experience in financial services sales or a client-facing role
Job DescriptionThe Senior Wealth Consultant is responsible for driving new client acquisition for the firm by engaging with leads generated for our wealth management business. This role is focused on the initial outreach, qualification, and discovery with prospective clients, then partnering closely with Advisors to progress opportunities through the sales…