Senior Wealth Management Consultant
2 weeks ago
Senior Wealth Management Consultant
We are seeking a qualified individual to take on a wealth management advisory role. The ideal candidate will possess significant experience in the financial sector and be eager to expand their practice while collaborating with fellow advisors on succession planning initiatives.
Joining our esteemed organization will allow you to leverage your relationship-building expertise and your capacity to achieve and surpass objectives, enabling you to cultivate a premier, client-focused practice.
Advantages:
We recognize that achieving success requires dedication, and we have established a program designed to ensure that your efforts are rewarded. Some of the advantages of becoming part of North Star Resource Group include:
- Attractive compensation structure
- Commission incentives
- Performance-based bonuses
- Comprehensive training and development programs tailored for your success
- Guidance and mentorship from seasoned professionals
- Family-owned and operated, reputable organization
Key Responsibilities
•Deliver tailored financial guidance and investment solutions to clients based on their unique objectives and risk profiles.
•Assess and track clients' financial aspirations, adjusting strategies as necessary to ensure they stay aligned with their goals.
•Develop and nurture robust relationships with clients through consistent communication and exceptional service, fostering enduring partnerships.
•Remain informed about industry regulations, market dynamics, and investment offerings to provide the most relevant and timely advice to clients.
Required Qualifications
•Possess an entrepreneurial spirit to thrive in the wealth management advisory role.
•Exhibit a strong sense of urgency when delivering financial guidance and investment solutions.
•Demonstrated success as a self-motivated professional in the financial industry is crucial for this position.
•A genuine desire to assist individuals and make a meaningful impact through personalized financial advice.
•Value collaboration and interdependence with fellow advisors.
•Maintain high motivation levels to achieve and exceed financial targets.
•Show a strong drive to succeed and the capability to navigate challenges in the wealth management field.
•Take ownership and accountability for the results of your advisory efforts.
•Have some postgraduate experience in the financial domain.
•Ideally, hold relevant licenses such as Series 7, 66, and Life/Health certifications (not mandatory to apply).
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