Senior Wealth Consultant - Texas

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in‑house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many.

With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at  .

Mariner is committed to, and maintains, a drug‑free workplace. For further information,  .

If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last, then Mariner Wealth Advisors 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 Texas 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 Mariner’s 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 firm’s 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 Mariner Wealth Advisors’ 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 firm’s offerings
• Engage and communicate prospective client needs to the firm’s 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

• Bachelor’s 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…