Private Wealth Advisor

Madison Professional Group- Financial Advisory Recruiters is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace where all qualified applicants can thrive.

We are seeking a Licensed Financial Consultant to join our team in the San Francisco area. As a key member of our team, you will play a critical role in delivering exceptional client experiences and fostering long-term relationships.

About the Job:

• Cultivate relationships with private wealth clients and establish additional clients through referrals.
• Serve as a subject matter expert and collaborate with other Financial Planners and Consultants to implement effective strategies for clients' planning processes.
• Cultivate leads for your private wealth book of business and work with branch members to develop strategic plans.

The Ideal Candidate:

• Proven track record of success in fiduciary planning and asset management, with the ability to excel in fast-paced, high-volume businesses.
• Strong presentation and communication skills, with the capacity to build rapport and credibility with clients.
• 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.

Requirements:

• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations.
• CFP strongly preferred.