What are the responsibilities and job description for the Wealth Management Consultant position at Madison Professional Group- Financial Advisory Recruiters?
About the Role
As a Licensed Financial Consultant, 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 and help 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 effective strategies for clients' planning process. Additionally, you will assist branch members in cultivating leads for your private wealth book of business and help them navigate and dive deep into clients' situations to implement solutions.
