What are the responsibilities and job description for the Senior Wealth Management Specialist position at Madison Professional Group- Financial Advisory Recruiters?
Madison Professional Group, a leading financial advisory recruiter, is seeking a highly skilled Senior Wealth Management Specialist to join their team in the San Francisco area. As a key member of the organization, you will be responsible for executing wealth management strategies that foster strong, enduring client relationships and high client loyalty.
You will work with branches private wealth clients, helping to cultivate those relationships and establish additional clients with referrals. You will serve as a subject matter expert and work with other Financial Planner and 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.
Responsibilities:
- Build trust and credibility with clients using your extensive knowledge of investment solutions.
- Navigate complex financial landscapes and simplify investment options to guide clients towards strategies that align with their objectives and risk tolerance.
- Facilitate positive, client-centered discussions that empower clients to make informed decisions about their financial future.
- Deliver outstanding customer experience, driven by a genuine passion for seeing others thrive.
The Skills You Need:
- Proven track record of success in fiduciary planning and asset management, with a demonstrated ability to excel in a fast-paced, high-volume business and manage competing priorities effectively.
- The ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
- Strong sense of integrity, insights, and interpersonal skills.
- 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.
