Mariner Wealth Advisors
Practice Management Consultant
This job is now closed
Job Description
- Req#: 3690
Employer Industry: Wealth Management
Why Consider this Job Opportunity:
- Opportunity for career advancement and growth within the organization
- Chance to work for a top-ranked RIA by Barron's
- Supportive and diverse work culture
- Access to comprehensive wealth management resources
- Collaboration with a team of experienced wealth advisors
- Exposure to cutting-edge technology and tools
What to Expect (Job Responsibilities):
- Provide strategic coaching and consulting to advisors to support their growth goals
- Identify strategic and business opportunities for advisors and recommend effective strategies
- Develop onboarding processes for new wealth advisors and ensure their familiarity with Practice Management resources
- Assist with training and development activities through presentations and webinars
- Help advisors demonstrate value to clients by utilizing technology for investment strategies and planning scenarios
What is Required (Qualifications):
- Minimum 5-7 years of industry experience
- Proficiency in Salesforce, Orion, eMOney, Nitrogen
- Excellent listening and follow-up skills
- Intellectual curiosity and passion for ongoing learning
- Strong written and verbal communication skills
- Detail-oriented with the ability to multitask and meet deadlines
How to Stand Out (Preferred Qualifications):
- Experience in a similar role within the wealth management industry
#WealthManagement #CareerOpportunity #TopRankedRIA #ProfessionalGrowth #CuttingEdgeTechnology
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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.About the company
Mariner Wealth Advisors provides 360-degree advice designed to last by creating a financial strategy designed to change with you.
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