Strategic Financial Planning Advisor — Client Engagement

Madison Professional Group; Covington (KY); On-site; USD 138,000 - 152,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

Madison Professional Group seeks an experienced Financial Planning Specialist to join its wealth management platform as a direct client-facing advisor. You will deliver proactive, personalized financial planning and integrated solutions to help clients progress toward goals beyond the traditional review cadence.

You will work with an established client base, deepening relationships through frequent planning conversations, retirement and wealth planning, and holistic advice.

Qualifications

• FINRA Series 7 and Series 66 required.
• Ability to obtain required insurance license within 90 days of hire.
• Minimum of 5 years of financial services experience.
• Experience working directly with clients in a financial planning/advisory/wealth management capacity.
• Strong understanding of investment management and financial planning principles.

Responsibilities

• Prepare for and conduct scheduled virtual planning meetings.
• Review client financial plans, portfolios, goals, and activity to identify opportunities.
• Proactively reach out to clients for planning conversations beyond annual/semiannual reviews.
• Lead planning conversations around retirement readiness, income, Social Security, tax efficiency, estate planning, healthcare, college funding, cash flow, and other priorities.
• Model scenarios using planning tools to develop personalized recommendations.
• Connect investment strategy to broader financial plan and long-term objectives.
• Conduct discovery to uncover changing needs and life events.
• Coordinate with internal specialists when needed.
• Move clients from planning conversations to implementation.
• Manage appointments, preparation, outreach, implementation, and follow-up.
• Maintain documentation within the technology-enabled advisory platform.

Skills

FINRA Series 7

FINRA Series 66

Insurance license

Financial planning

Client relationship management

Job description

Madison Professional Group seeks an experienced Financial Planning Specialist to join its wealth management platform as a direct client-facing advisor. You will deliver proactive, personalized financial planning and integrated solutions to help clients progress toward goals beyond the traditional review cadence.

You will work with an established client base, deepening relationships through frequent planning conversations, retirement and wealth planning, and holistic advice.