What are the responsibilities and job description for the Financial Planning Strategist position at Madison Professional Group- Financial Advisory Recruiters?
As a Financial Planning Strategist at Madison Professional Group, you will be responsible for executing wealth management strategies that foster strong, enduring client relationships and high client loyalty. You will work closely with branches private wealth clients, helping to cultivate those relationships and establish additional clients with referrals.
Key Responsibilities include:
- Executing wealth management strategies to foster strong client relationships.
- Cultivating leads for your private wealth book of business.
- Working with branch members to implement effective strategies for clients' planning process.
- Providing exceptional customer service driven by a genuine passion for seeing others thrive.
The Ideal Candidate:
- Must have a proven track record of success in fiduciary planning and asset management.
- Demonstrated ability to excel in a fast-paced, high-volume business and manage competing priorities effectively.
- Excellent communication and interpersonal skills.
- Comprehensive understanding of investment and portfolio management principles, accounting and financial concepts, various investment strategies and instruments, global market dynamics, and the complete spectrum of investment products.
