Senior Financial Strategist

3 weeks ago


Houston, Texas, United States Madison Professional Group- Financial Advisory Recruiters Full time

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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