Job Description

Our client, a national leader in the broker-dealer space, equips employees with the knowledge and skills to become the top resource for their clients while ensuring a strong career trajectory through comprehensive training. They are currently seeking a Licensed Financial Consultant to join their team in the San Francisco area.

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 be working with branches private wealth clients and 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. You will help them with navigating and diving deep into clients’ situations and implementing solutions.

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.

Required Licensing and Experience:

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

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.

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