Mariner Holdings
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 www.mariner.com . Mariner is committed to, and maintains, a drug‑free workplace. For further information, click here .
Job Description 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 Wealth Advisors is a top‑ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do.
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work‑life balance.
EOE M/F/D/V
About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.
Job Info
Job Identification 1395
Job Category Business Growth
Posting Date 01/02/2026, 02:57 PM
Job Schedule Full time
Locations 7500 Dallas Pkwy, Plano, TX, 75024, US (Remote)
#J-18808-Ljbffr
Job Description 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 Wealth Advisors is a top‑ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do.
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work‑life balance.
EOE M/F/D/V
About the Team At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.
Job Info
Job Identification 1395
Job Category Business Growth
Posting Date 01/02/2026, 02:57 PM
Job Schedule Full time
Locations 7500 Dallas Pkwy, Plano, TX, 75024, US (Remote)
#J-18808-Ljbffr