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Wealth Management Consultant

2 months ago

Fort Lauderdale, Florida, United States Magellan Financial & Insurance Services, Inc. Full time

Join Magellan Financial & Insurance Services, Inc. as a Wealth Management Consultant

At Magellan Financial, we pride ourselves on delivering exceptional financial guidance and tailored wealth management solutions. Our firm is dedicated to empowering clients to navigate their financial futures with confidence and clarity.

Position Overview:

As a Wealth Management Consultant, you will play a crucial role in supporting both new and existing clients, helping them to realize their financial aspirations through a comprehensive suite of financial planning services. As you gain experience, you will have opportunities to broaden your responsibilities, including client acquisition, contributing to our firm's expansion, participating in public engagements, and leading educational seminars.

Compensation Structure: Base Salary - $70,000 + Performance-Based Incentives

Core Responsibilities:

  • Design and implement detailed financial strategies encompassing savings, insurance, and investment options.
  • Continuously evaluate and refine clients' financial plans to align with their changing needs and goals.
  • Work alongside senior consultants to enhance client solutions and expand our service portfolio.
  • Build and maintain strong client relationships, providing outstanding service and demonstrating our commitment to their financial success.
  • Participate in networking and promotional initiatives to drive business growth.

Essential Qualifications:

  • Outstanding analytical, interpersonal, and communication abilities.
  • Strong dedication to ethical standards and compliance with regulatory requirements.
  • Possession of an active Life Insurance License is required.
  • Series 65/66 certification is necessary.

Why Choose Magellan Financial?

We are more than just a financial services provider; we are a community of professionals committed to helping individuals and families achieve financial independence.

Magellan Financial & Insurance Services, Inc. is an equal opportunity employer. We value diversity and are committed to fostering an inclusive workplace for all team members.