Financial Consultant

Moran Wealth Management, LLC is a Registered Investment Advisory firm delivering comprehensive bespoke solutions designed to meet the unique wealth management needs of clients. We take pride in our ability to foster long-term relationships built on trust, transparency, and a commitment to financial excellence. As we expand our team, we are looking for experienced financial consultants to help drive our vision forward.

As a Financial Consultant, you will play a pivotal role in helping clients make informed financial decisions, develop strategies for financial growth , and manage their financial risks. Your expertise will guide individuals in areas such as investments, retirement planning, tax planning, and estate planning. This position requires a deep understanding of financial markets, trends, and regulations, as well as strong interpersonal skills to build and maintain client relationships.

This role is an in-person position.

• Serve as a trusted advisor, guiding clients through financial planning, investment management, retirement planning, risk mitigation and wealth preservation strategies.
• Meet with clients to identify their financial needs and objectives.
• Develop customized financial plans that align with clients’ short-term and long-term financial objectives.
• Conduct thorough financial assessments and recommend investment strategies based on risk tolerance, market conditions, and financial goals.
• Monitor and review clients’ financial portfolios regularly.
• Stay informed on industry trends, financial regulations, and investment products to provide clients with the most up-to-date guidance.
• Collaborate with internal teams, including portfolio managers and tax professionals, to develop holistic financial strategies.
• Proactively identify and cultivate new business opportunities while maintaining and strengthening existing client relationships.
• Contribute to business growth by identifying potential clients, effectively presenting our services, and converting leads into long-term, loyal client relationships.
• Ensure all client interactions and financial plans comply with regulatory and firm standards.

• Bachelor’s or MBA degree in Finance, Economics, Business, or a related field.
• Minimum 5 years of experience in financial planning, investment advisory, or wealth management.
• In-depth knowledge of financial markets, investment products, and risk management strategies.
• Strong analytical and problem-solving skills.
• Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
• Proven ability to build and maintain client relationships with a high level of professionalism and integrity.
• Capable of working both independently and collaboratively as part of a team.
• Skilled in working with multiple clients and projects simultaneously.
• Ability to handle sensitive information with confidentiality and integrity.
• Experience working within an RIA or fee-based advisory firm is a plus.
• Proficiency in financial software tools (e.g. Microsoft Excel, Financial Modeling/Planning Software, CRM Platforms)

• Competitive salary based on experience and qualifications
• Comprehensive health, dental, and vision insurance
• Life and disability insurance
• Retirement savings plan with employer contributions
• Generous paid time off (PTO) package and holiday leave
• Paid parental leave
• Professional development opportunities and training programs
• Educational reimbursement plan
• Flexible work hours and remote work options
• Employee wellness programs
• Referral bonuses and employee appreciation programs

Moran Wealth Management® is an Equal Opportunity Employer. All qualified candidates will receive consideration for employment.