What are the responsibilities and job description for the Senior Financial Advisor position at Madison Professional Group- Financial Advisory Recruiters?
Our client is a leading national broker-dealer, renowned for its commitment to employee development and outstanding workplace culture. With numerous accolades for employee satisfaction, they are consistently recognized as one of the top firms in the industry. They are currently looking for Senior Financial Advisors to join their branches in the Bethesda, Maryland area.
This company is dedicated to investing in its employees and provides a world-class working environment. In your role as one of the Senior Financial Advisor, you will implement strategic initiatives that drive business growth and strengthen your team. Your leadership and decision-making will directly impact branch performance, market expansion, and overall profitability.
As a Senior Financial Advisor, you are instrumental in shaping your branch’s success. You recruit, mentor, and develop top talent while fostering a collaborative, high-performance culture. Beyond leadership, you ensure seamless branch operations, managing technology, back-office processes, and quality assurance to maintain efficiency.
Please note that this role may offer some hybrid options depending on the branch location. However, all candidates must reside in the Bethesda area to be considered.
Responsibilities :
- Recruit, mentor and develop talent within the branch
- Executing national strategies to expand the business through in-branch client interactions, local marketing efforts, educational seminars, and client appreciation events.
- Managing operational tasks, including oversight of local risk and compliance matters and addressing customer concerns effectively.
- Promoting the professional growth of branch associates through training, mentorship, counseling, and motivational support.
The Preferred Experience
The Essentials :
Certifications :
Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA, Series 66 – FINRA
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.
