What are the responsibilities and job description for the Licensed Financial Planner position at Madison Professional Group- Financial Advisory Recruiters?
Our client is a national leader in the broker-dealer space, known for their investment in employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Licensed Financial Planner to join their branch in Houston, Texas .
As a Licensed Financial Planner, you will be responsible for executing wealth management strategies that foster strong, enduring client relationships and high client loyalty. You will be working with branches private wealth clients and helping to cultivate those relationships and establish additional clients with referrals. You will serve as a subject matter expert and work with other Financial Consultants, Planners and other VP Financial Consultants in the branch implementing strategies that will be effective for their clients’ planning process. You will also work with branch members on cultivating leads for your private wealth book of business. You will help them with navigating and diving deep into clients’ situations and implementing solutions.
Please note we are seeking someone in the Houston area. This is not a role that can be done from another state.
Key Responsibilities :
- Build and maintain trusting relationships with clients and their families through extraordinary emotional intelligence (EQ) skills.
- Leverage knowledge of behavioral economics and family psychology to tailor wealth management strategies that align with clients' goals.
- Develop and execute comprehensive wealth management plans, incorporating key elements such as Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance.
- Guide and encourage clients in implementing financial plans, ensuring they align with long-term goals and appropriate solutions.
- Stay current on investment and portfolio management theory, accounting principles, global market characteristics, and the full range of investment products (e.g., equity and fixed income portfolios, separately handled accounts).
- Communicate market trends and factors affecting investment strategies, providing regular updates to clients and associates.
- Demonstrate a successful sales history in fiduciary planning and asset management, thriving in high-volume, high-priority environments.
- Collaborate across the organization to achieve results, working effectively with other team members and leaders.
The Skills You Need :
Required Licensing and Experience :
MPG (Madison Professional Group) is a third-party 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.
