Senior Financial Strategist
3 weeks ago
Role Summary
We are seeking a highly skilled Senior Financial Strategist to join our team at Madison Professional Group. As a Senior Financial Strategist, you will be responsible for developing and executing comprehensive wealth management plans for our clients.
Key Responsibilities:
- Build and Maintain Client Relationships
- Develop and Execute Wealth Management Plans
- Stay Current on Investment and Portfolio Management Theory
- Communicate Market Trends and Factors Affecting Investment Strategies
- Demonstrate a Successful Sales History in Fiduciary Planning and Asset Management
Requirements:
- Bachelor's Degree
- CFP
- Series 7, 63, 65, 66 and Insurance Licenses
- 5+ Years' Industry Experience in Financial Services
About Us:
Madison Professional Group is a third-party equal opportunity employer. We are committed to providing a diverse and inclusive work environment.
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