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Senior Wealth Management Consultant

M Financial Group
Cranford, NJ Full Time
POSTED ON 3/3/2025 CLOSED ON 3/24/2025

What are the responsibilities and job description for the Senior Wealth Management Consultant position at M Financial Group?

M Financial Group and OneTeam Financial are working together to create a career acceleration program that empowers you to succeed in financial services.

Are you eager to advance your career and make a meaningful impact on the lives of others? Our program provides the tools and support you need to excel in this field. You will work alongside a dedicated team of experts who share your passion for delivering exceptional client experiences.

We are seeking a highly motivated individual who can establish trusting relationships with high-net-worth clients by providing tailored financial solutions to meet their complex needs.

Key Qualifications:

  • Transferable work experience in client-facing roles
  • Ambitious and results-driven individual
  • Excellent communication and interpersonal skills
  • Ability to think creatively and adapt to changing situations

The ideal candidate will have a background in Life Insurance, Financial Services sales, and retirement planning.

This is an exciting opportunity to join our team in Red Bank or Cranford and embark on a rewarding career journey.

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