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Experienced Wealth Management Consultant

2 months ago

Daphne, Alabama, United States Magellan Financial Inc Full time
Position Overview:
As a Senior Financial Advisor at Magellan Financial Inc, you will play a crucial role in assisting clients with their financial strategies and planning. Your expertise will be essential in guiding clients through a tailored financial planning process that meets their unique needs.

About Us:
Magellan Financial Inc is a distinguished firm dedicated to providing exceptional financial services. We focus on retirement planning, investment management, and advisory services, aiming to positively influence our clients' financial well-being.

Why Work With Us:
  • No Client Acquisition Required: Our robust marketing initiatives ensure a steady stream of clients.
  • Professional Development: We prioritize the growth of our advisors, offering continuous learning opportunities.
  • Collaborative Environment: Become part of a team that values commitment, reliability, and a passion for client service.

Key Responsibilities:
  • Conduct comprehensive financial planning sessions with clients.
  • Create and present personalized financial plans.
  • Manage client investment portfolios and provide ongoing guidance.
  • Utilize your sales expertise to convert prospects into long-term clients.
  • Stay updated on industry trends to enhance your knowledge and skills.

Qualifications:
  • Licenses: Active Life and Health Insurance License, Active Series 65 or 66 License.
  • Experience: Prior experience in financial advising or a related field is preferred. Client-facing experience is advantageous.
  • Skills: Strong sales, closing, and communication abilities. Must be dependable, open to coaching, and eager to learn.

Personal Attributes:
Motivated and dedicated individuals who are driven by a desire to assist others will thrive in this role.

What We Provide:
  • A consistent flow of clients ready to engage with you.
  • A nurturing environment that supports professional advancement.
  • Opportunities to make a meaningful impact on clients' financial futures.

We invite you to explore this opportunity to contribute to a firm that values your expertise and commitment to excellence in financial planning.