Senior Financial Consultant

2 weeks ago


Alexandria, Virginia, United States Emerson Zane Full time
About the Role

We are seeking a seasoned Senior Financial Advisor to join our esteemed brokerage and investment firm. As a key member of our team, you will leverage your expertise to provide comprehensive financial planning and investment strategies to our discerning clients.

Key Responsibilities
  • Develop and maintain strong relationships with clients, delivering tailored financial solutions that meet their unique needs.
  • Access a wide range of services designed for ultra-high-net-worth clients, ensuring their complex financial requirements are met.
  • Benefit from our extensive lead generation efforts, which will help you expand your client base and grow your practice.
  • Collaborate with our dedicated transition management team, who will support you throughout the onboarding process, handling all aspects of your integration into our organization.
Qualifications
  • 5-10+ years of experience as a Financial Advisor.
  • An established and portable book of business with a minimum of $1 million in 12-month trailing production.
  • Certified Financial Planner (CFP) certification is required.
  • Proven track record with an established book of business.
  • Excellent interpersonal skills and a passion for helping clients achieve their financial goals.
Why Emerson Zane?
  • Work with a respected firm that is synonymous with excellence in the financial industry.
  • Enjoy unparalleled support, resources, and a vast referral network designed to maximize your success.
  • Experience the flexibility to manage your own schedule while tapping into extensive lead generation to drive growth.
  • Join a collaborative culture that values innovation and supports your professional development.

If you are a motivated and experienced financial professional looking to take your career to new heights, we encourage you to apply today and become part of our organization that truly values your expertise and ambition.



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