Personal Financial Advisor - New York, United States - Madison Professional Group- Financial Advisory Recruiters

Description

Are you tired of spending your days cold calling or self-sourcing clients to build your book of business?

Our client, a national leader in the broker dealer space, is seeking Financial Consultants to join their branch in Rochester. This role gives you the opportunity to make an impact in the lives of your clients through deepening relationships and complex financial planning.

This client invests in their employees and offers a world-class environment to work in. They have received numerous awards from Glassdoor and the like. 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. Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand.

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.

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. Your extensive knowledge of investment products enables you to guide clients through various options with clarity and confidence.
• Comfortable introducing clients to different
• investment strategies, tailoring recommendations to their unique needs and
• preferences. By fostering positive, client-centered discussions, building
• rapport and credibility, establishing long-term relationships based on trust.
• Collaboration with multiple business partners.
• integral. By leveraging the expertise of colleagues, I ensure that clients.
• receive comprehensive solutions that address their diverse investment needs.
• 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.

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.