Financial Services Consultant

3 days ago


Baldwin Park, California, United States McDonnaugh securities Full time
Job Title: Financial Services Consultant

Company Overview
McDonnaugh Securities LLC is a dynamic and fast-growing minority-owned Broker/Dealer and Registered Investment Advisor based in the NYC and Long Island area. We are committed to building a regional boutique financial service company with Independent Representatives/Financial Advisors who can provide top-notch investment advice and wealth management solutions to high-net-worth and Business clients.

Job Summary
We are seeking an experienced Financial Services Consultant to join our team. The ideal candidate will have a strong background in finance and be able to deliver personalized investment solutions to help clients achieve their long-term financial objectives.

Key Responsibilities
- Develop and implement tailored investment strategies for clients.
- Provide expert advice on investment products and services.
- Conduct thorough analyses of clients' assets, liabilities, and overall financial situations.
- Create compelling presentations to recommend various financial products.
- Communicate effectively with clients regarding portfolio performances.

Requirements and Qualifications
- Minimum 5 years of experience in banking, financing, or a related field.
- Strong understanding of investment products and services.
- Excellent interpersonal and communication skills.
- Strong analytical and problem-solving skills.
- Ability to work independently and as part of a team.

Salary and Benefits
The salary range for this position is $90,000 - $140,000 per annum, commensurate with experience and qualifications. In addition to a competitive salary, we offer a comprehensive benefits package, including health insurance, retirement plan, and paid time off.

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