What are the responsibilities and job description for the Licensed Financial Specialist position at Madison Professional Group- Financial Advisory Recruiters?
About the Company - Are you passionate about helping people achieve their financial goals? In this role, you’ll work directly with clients, developing personalized financial plans using a variety of investment products and services. Instead of spending time finding new clients, you’ll engage with existing clients and warm leads, allowing you to focus on providing guidance and building strong, lasting relationships.
About the Role - Guide clients through financial planning discussions, offering solutions that align with their needs and goals. Use technology to efficiently prepare for and conduct one-on-one meetings, ensuring a seamless client experience. Build and strengthen relationships through proactive outreach, understanding clients’ objectives, and connecting them with wealth management resources when needed. Hold or be willing to obtain necessary licensing (Series 7 & 63; Series 65 or 66 preferred). A degree or certification such as a CFP is a plus, with support available for further education.
Responsibilities
- Guide clients through financial planning discussions, offering solutions that align with their needs and goals.
- Use technology to efficiently prepare for and conduct one-on-one meetings, ensuring a seamless client experience.
- Build and strengthen relationships through proactive outreach, understanding clients’ objectives, and connecting them with wealth management resources when needed.
- Hold or be willing to obtain necessary licensing (Series 7 & 63; Series 65 or 66 preferred).
- A degree or certification such as a CFP is a plus, with support available for further education.
Qualifications - Required Licensing and Experience
Required Skills
Equal Opportunity Statement - Overall, your role is focused on providing valuable financial planning services to existing clients, utilizing technology efficiently, and fostering strong relationships through proactive outreach. The goal is to help clients achieve their financial goals.
