Financial Consultant

21 hours ago


Reston, Virginia, United States Madison Professional Group- Financial Advisory Recruiters Full time
Financial Consultant Job Description

Madison Professional Group- Financial Advisory Recruiters is seeking a highly skilled Financial Consultant to join their team. As a Financial Consultant, you will be responsible for building relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies.

Key Responsibilities:

  • Lead client meetings, present plans and investment performance, and assign appropriate actions to the team.
  • Manage client cases and quarterback all tasks to completion.
  • Lead prospective client meetings, gather data, deepen relationships, and present the firm's value offering to close new business.
  • Prepare comprehensive financial plans, reports, and client presentations.
  • Implement financial plans and investment strategies.
  • Respond directly to client communications and requests.
  • Understand the emotional aspects of finances and counsel clients appropriately.

Requirements:

  • FINRA Series 7 & 66 or (series 65/63) licenses.
  • Experience with High-Net-Worth clients and managing a book of business.
  • A CFP is preferred, and the clients' Tuition Reimbursement program can help you obtain it.

Madison Professional Group- Financial Advisory Recruiters is an equal opportunity employer. All qualified applicants will receive consideration 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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