What are the responsibilities and job description for the Financial Services Professional position at M Financial Group?
M Financial Group is partnering with OneTeam Financial to deliver a 2-year program that provides support and mentorship needed to accelerate your career in financial services.
Are you looking to leverage your previous industry experience and accelerate your growth? Our customized approach to coaching and development can be the key to your success. This opportunity allows you to work for a firm with a strong and dynamic team of subject matter specialists who provide holistic planning solutions to clients.
We are seeking a driven and ambitious individual who will forge deep, long-term relationships with ultra-high-net-worth clients through a consultative approach to solving their complex financial needs.
Requirements:
- 2-7 years of transferable work experience, preferably in client-facing roles
- An entrepreneurial mindset able to handle high levels of autonomy and independence
- A strong code of professional ethics and integrity
- Strong communication skills (verbal & written)
- Excellent presentation skills
The ideal candidate will have prior experience in Life Insurance, Financial Services sales, and retirement planning.
This is a full-time role located in our main office in Red Bank or our second office in Cranford. We offer a growth-oriented environment where your path to ownership could include opportunities to develop your skills and expertise.
