Wealth Manager

Our client is a national leader in the broker-dealer space, known for their investment in their 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 Wealth Managers throughout the San Francisco Bay area.

In this role, you will be forging and deepening 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 will work with 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.

While this role can have some hybrid options depending on the branch location, all candidates MUST be able to commute to the San Francisco Bay area

• Leads the management of client cases and quarterbacking all tasks to completion
• Lead prospective client meetings, 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
• Understand the emotional aspects of finances and counsel clients appropriately

• As a seasoned financial professional, you possess a deep understanding of financial markets and excel in simplifying complex concepts for clients.
• Experience with growing and developing a book of business.
• Extensive knowledge of investment products enables you to guide clients through various options with clarity and confidence.
• Experience with high volume of client appointments.
• Team player with the ability to collaborate with multiple business partners.
• Strong sense of integrity, insights, and interpersonal skills.

• FINRA Series 7 & 66 or (series 65/63)
• CFP preferred
• 3-5 years of experience in financial planning
• Experience with High-Net-Worth clients and managing a book of business (book of business does not need to be transferable).

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.