Licensed Financial Consultant

5 days ago

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

Our client is a national leader in the broker-dealer space, known for their investment in employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Licensed Financial Consultants to join their branches in the following locations: San Francisco Bay Area (Walnut Creek, Palo Alto, and Burlingame.


In this role, you will be building a career for yourself and forging relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies. No longer spending countless days and evenings cold calling and sourcing new clients, you are able to work the established clients deepening relationships and working through complex financial plans. This client invests in their employees and offers a world-class environment to work in. They have received numerous awards for employee satisfaction, being one of the best broker dealers in the space and the list goes on.


Please note this role can have some hybrid options depending on the branch location. BUT all candidates in order to be considered need to live in the San Francisco Bay area.


Responsibilities

  • Lead client meetings, present plans and investment performance, debrief and assign appropriate actions to team
  • Leads the management of client cases and quarterbacking all tasks to completion
  • Lead prospective client meetings set by business development, gather data, deepen relationships, present firm’s value offering and 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


The Skills You Need:

  • As a seasoned financial professional, you possess a deep understanding of financial markets and excel in simplifying complex concepts for clients.
  • Extensive knowledge of investment products enables you to guide clients through various options with clarity and confidence.
  • Ability to collaborate with teammates to build tailored investment strategies for clients while engaging in positive, client-centered discussions.
  • Strong EQ
  • Team player with the ability to collaborate with multiple business partners.
  • Strong sense of integrity, insights, and interpersonal skills.
  • Strong planning and dedication to delivering exceptional customer experiences, helping clients navigate the complexities of the financial landscape and achieve their long-term objectives.


Required Licensing and Experience

  • FINRA Series 7 & 66 or (series 65/63)
  • Experience with High-Net-Worth clients and managing a book of business (book of business does not need to be transferable).
  • A CFP is preferred if you don’t already have your CFP, the clients Tuition Reimbursement program can help you with classes to obtain.



Certifications:

Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA, Series 66 – FINRA


MPG (Madison Professional Group) is a third-party 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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