What are the responsibilities and job description for the Financial Solutions Specialist position at Madison Professional Group- Financial Advisory Recruiters?
The Skills You Need
- Proven track record of success in fiduciary planning and asset management with the ability to excel in a fast-paced, high-volume business and manage competing priorities effectively.
- Presentation skills to communicate complex solutions to knowledgeable clients while building rapport and credibility.
- A strong sense of integrity, insights, and interpersonal skills.
- A 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.
