What are the responsibilities and job description for the Experienced Financial Consultant position at Madison Professional Group- Financial Advisory Recruiters?
Our client is a national leader in the broker-dealer space, celebrated for their investment in employees and an exceptional work environment. They have earned numerous accolades for employee satisfaction and are recognized among the best broker-dealers in the industry. They are seeking Experienced Financial Consultants to join their branches in the San Francisco Bay Area.
In this exciting role, you will build a rewarding career by forging strong relationships with clients and guiding them through the retirement planning process with tailored solutions and strategies. Instead of spending countless hours cold calling, you will focus on nurturing established client relationships and managing complex financial plans. This client truly invests in their employees and provides a world-class working environment.
Please note that while this role may offer some hybrid options, all candidates must reside in the San Francisco Bay Area to be considered.
Key Responsibilities
- Lead client meetings, presenting plans and investment performance while assigning tasks to the team.
- Manage client cases and ensure all tasks are completed effectively.
- Conduct meetings with prospective clients, gather important data, and present the firm’s value to secure new business.
- Prepare comprehensive financial plans, reports, and engaging client presentations.
- Implement financial plans and investment strategies tailored to client needs.
- Respond directly to client inquiries and communications in a timely manner.
- Understand the emotional components of finances and provide appropriate counsel to clients.
Essential Skills
Required Licensing and Experience
Certifications Required :
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA.
MPG (Madison Professional Group) is an 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.
