Financial Consultant
1 week ago
Madison Professional Group- Financial Advisory Recruiters is seeking a highly skilled Licensed Financial Consultant to join our team. As a national leader in the broker-dealer space, we offer a world-class environment and exceptional work opportunities.
In this role, you will be responsible for building relationships with clients to help them navigate the retirement planning process. You will implement solutions and strategies to achieve their long-term objectives, working closely with our team to deliver exceptional customer experiences.
Key Responsibilities:
- Lead client meetings and present plans and investment performance
- Manage client cases and quarterback all tasks to completion
- Lead prospective client meetings and gather data to deepen relationships
- Prepare comprehensive financial plans, reports, and client presentations
- Implement financial plans and investment strategies
- Respond directly to client communications and requests
Requirements:
- FINRA Series 7 & 66 or (series 65/63)
- Experience with High-Net-Worth clients and managing a book of business
- A CFP is preferred, and our tuition reimbursement program can help you obtain it
Why Choose Madison Professional Group- Financial Advisory Recruiters?
We are a third-party equal opportunity employer, committed to diversity and inclusion. Our company culture values integrity, insights, and interpersonal skills. We offer a world-class environment and exceptional work opportunities, making us an ideal choice for professionals seeking a rewarding career.
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