Madison Professional Group
Licensed Financial Consultant
Madison Professional Group, Berkeley, California, United States, 94709
1 week ago Be among the first 25 applicants
Madison Professional Group provided pay range
This range is provided by Madison Professional Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$195,000.00/yr - $230,000.00/yr Additional compensation types
Annual Bonus and Commission Direct message the job poster from Madison Professional Group Founder| Custom Recruiting Solutions for Wealth Managment @Madison Professional Group
Opportunities in more than one location Our client is a national leader in the broker-dealer space, known for their investment in employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Licensed Financial Consultants to join their branches in the following locations:
Dublin and Berkley In this role, you will be building a career for yourself and forging relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies. No longer spending countless days and evenings cold calling and sourcing new clients, you are able to work the established clients deepening relationships and working through complex financial plans. This client invests in their employees and offers a world-class environment to work in. They have received numerous awards for employee satisfaction, being one of the best broker dealers in the space and the list goes on. Responsibilities Lead client meetings, present plans and investment performance, debrief and assign appropriate actions to team Leads the management of client cases and quarterbacking all tasks to completion Lead prospective client meetings set by business development, gather data, deepen relationships, present firm’s value offering and close new business Prepare comprehensive financial plans, reports and client presentations Implement financial plans and investment strategies Respond directly to client communications and requests Understand the emotional aspects of finances and counsel clients appropriately The Skills You Need: As a seasoned financial professional, you possess a deep understanding of financial markets and excel in simplifying complex concepts for clients. Extensive knowledge of investment products enables you to guide clients through various options with clarity and confidence. Ability to collaborate with teammates to build tailored investment strategies for clients while engaging in positive, client-centered discussions. Strong EQ Team player with the ability to collaborate with multiple business partners. Strong sense of integrity, insights, and interpersonal skills. Strong planning and dedication to delivering exceptional customer experiences, helping clients navigate the complexities of the financial landscape and achieve their long-term objectives. Required Licensing and Experience FINRA Series 7 & 66 or (series 65/63) Experience with High-Net-Worth clients and managing a book of business (book of business does not need to be transferable). A CFP is preferred if you don’t already have your CFP, the clients Tuition Reimbursement program can help you with classes to obtain. Certifications: 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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales, Finance, and Strategy/Planning Industries Financial Services and Investment Management Referrals increase your chances of interviewing at Madison Professional Group by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid paternity leave Paid maternity leave Student loan assistance Tuition assistance Disability insurance Get notified when a new job is posted. Sign in to set job alerts for “Financial Consultant” roles.
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This range is provided by Madison Professional Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$195,000.00/yr - $230,000.00/yr Additional compensation types
Annual Bonus and Commission Direct message the job poster from Madison Professional Group Founder| Custom Recruiting Solutions for Wealth Managment @Madison Professional Group
Opportunities in more than one location Our client is a national leader in the broker-dealer space, known for their investment in employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Licensed Financial Consultants to join their branches in the following locations:
Dublin and Berkley In this role, you will be building a career for yourself and forging relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies. No longer spending countless days and evenings cold calling and sourcing new clients, you are able to work the established clients deepening relationships and working through complex financial plans. This client invests in their employees and offers a world-class environment to work in. They have received numerous awards for employee satisfaction, being one of the best broker dealers in the space and the list goes on. Responsibilities Lead client meetings, present plans and investment performance, debrief and assign appropriate actions to team Leads the management of client cases and quarterbacking all tasks to completion Lead prospective client meetings set by business development, gather data, deepen relationships, present firm’s value offering and close new business Prepare comprehensive financial plans, reports and client presentations Implement financial plans and investment strategies Respond directly to client communications and requests Understand the emotional aspects of finances and counsel clients appropriately The Skills You Need: As a seasoned financial professional, you possess a deep understanding of financial markets and excel in simplifying complex concepts for clients. Extensive knowledge of investment products enables you to guide clients through various options with clarity and confidence. Ability to collaborate with teammates to build tailored investment strategies for clients while engaging in positive, client-centered discussions. Strong EQ Team player with the ability to collaborate with multiple business partners. Strong sense of integrity, insights, and interpersonal skills. Strong planning and dedication to delivering exceptional customer experiences, helping clients navigate the complexities of the financial landscape and achieve their long-term objectives. Required Licensing and Experience FINRA Series 7 & 66 or (series 65/63) Experience with High-Net-Worth clients and managing a book of business (book of business does not need to be transferable). A CFP is preferred if you don’t already have your CFP, the clients Tuition Reimbursement program can help you with classes to obtain. Certifications: 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. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales, Finance, and Strategy/Planning Industries Financial Services and Investment Management Referrals increase your chances of interviewing at Madison Professional Group by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid paternity leave Paid maternity leave Student loan assistance Tuition assistance Disability insurance Get notified when a new job is posted. Sign in to set job alerts for “Financial Consultant” roles.
San Francisco, CA $85,000.00-$135,000.00 2 months ago Asset & Wealth Management, Private Family Office Financial Planner, Associate - San Francisco
San Francisco, CA $80,000.00-$120,000.00 1 month ago Financial Advisor - Team Sponsored Launch - San Francisco Peninsula Group
San Francisco, CA $100,000.00-$130,000.00 1 month ago San Ramon, CA $90,000.00-$100,000.00 1 week ago Oakland, CA $190,000.00-$250,000.00 1 month ago San Francisco, CA $145,000.00-$160,000.00 3 days ago San Francisco, CA $170,000.00-$300,000.00 20 hours ago Financial Consultant (Hybrid OR Remote) - 25-123
San Francisco, CA $75,000.00-$200,000.00 3 days ago Citi Wealth at Work - Investment Relationship Officer - Officer
San Francisco, CA $78,320.00-$109,280.00 2 weeks ago Investment Consultant - Walnut Creek, CA
Blackstone Private Wealth Client Services, Associate
San Francisco, CA $145,000.00-$160,000.00 2 weeks ago San Francisco, CA $100,000.00-$138,000.00 2 weeks ago Hayward, CA $212,050.56-$257,748.72 1 month ago Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Strategist, Vice President - San Francisco
Pleasanton, CA $80,000.00-$100,000.00 20 hours ago San Francisco, CA $65,000.00-$78,000.00 3 days ago Oakland, CA $45,000.00-$100,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr