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.