Wealth Management Consultant

2 weeks ago


Gillette, Wyoming, United States Madison Professional Group- Financial Advisory Recruiters Full time

Company Overview: Madison Professional Group is a prominent player in the financial advisory sector, recognized for its commitment to employee development and a supportive workplace culture. Our client is a distinguished broker-dealer, celebrated for its exceptional employee satisfaction and numerous accolades in the industry.

Position Summary: We are currently seeking Licensed Financial Consultants to enhance our team. In this role, you will have the opportunity to cultivate a rewarding career while assisting clients in navigating the complexities of retirement planning through effective solutions and strategies.

Instead of dedicating extensive hours to cold calling and client acquisition, you will focus on nurturing established client relationships and addressing intricate financial planning needs. Our client prioritizes employee investment and provides a premier working environment, further solidified by their accolades in employee satisfaction.

Note: While hybrid work options may be available based on branch location, candidates must reside in the designated area to be considered.

Required Qualifications:

  • Possession of FINRA Series 7 & 66 or equivalent (Series 65/63).
  • Experience managing a portfolio of High-Net-Worth clients (transferability of the book is not a requirement).
  • A CFP designation is preferred; however, candidates without it may benefit from the client’s Tuition Reimbursement program to pursue certification.

Essential Skills:

  • In-depth knowledge of financial markets, with the ability to simplify complex concepts for clients.
  • Comprehensive understanding of investment products, enabling clear guidance through various options.
  • Collaborative mindset to develop customized investment strategies while fostering positive client interactions.
  • Strong emotional intelligence and interpersonal skills.
  • Team-oriented approach, capable of working with diverse business partners.
  • Integrity and insightfulness in all client dealings.
  • Dedication to providing exceptional customer experiences, assisting clients in achieving their long-term financial goals.

Certifications:

FINRA Series 07, Series 63, Series 65, Series 66.

Madison Professional Group is an equal opportunity employer. All qualified candidates will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.



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