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Senior Financial Advisory Consultant
2 months ago
Mowery & Schoenfeld is in search of a seasoned financial consultant who is dedicated to guiding clients in achieving their investment objectives through effective wealth management strategies.
This role presents an excellent opportunity for a driven professional to collaborate with affluent clients, delivering tailored financial assessments and planning that align with their aspirations.
Key Responsibilities:
- Participate in consultations with clients and potential clients.
- Inform clients about financial principles and investment alternatives.
- Foster trust and sustain relationships with clients.
- Develop and present detailed financial evaluations and strategies.
- Keep abreast of market trends and changes in regulations.
Qualifications:
- Bachelor's degree in finance, economics, or a related discipline.
- Over 5 years of experience in client-facing roles within an RIA or comparable organization.
- Proficiency in financial planning tools and custodial systems.
- Possession of Series 65 license.
- CFP certification or eligibility is preferred.
- Excellent communication and client service abilities.
- Bilingual in Spanish is advantageous.
We are seeking a Senior Financial Advisory Consultant to enhance our team and deliver outstanding support to our clientele.
If you fulfill the qualifications and are passionate about making a positive impact on clients' financial journeys, we encourage you to consider this opportunity.
