Vice President, Financial Advisor

Are you and experienced Financial Advisor looking to take the next step in your career?

Are you looking at offering your clients more services and products but still have high payouts? Our client, one of the financial giants is looking at expanding their presence throughout the Lonestar state.

Rewarding career opportunity for an Experienced Financial Advisor offering financial services and committed to making an impact in the lives of the people they touch.

Position Summary

The Experienced Financial Advisor position is a sales position selling financial services.  

• Developing and/or growing a book of business to meet and exceed pre-defined goals
• Effectively sourcing prospective clients
• Recommending investment products and services that are suitable for prospects and clients based on their goals
• Balancing investment management, sales activities, and new client development
• Establishing and maintaining a relationship with the management team to effectively deliver reports and receive mentor-ship

Candidates must have:

• Strong relationship and interpersonal skills
• Bachelor’s degree or higher
• Series 6, 63 and 7 or 66, SIE
• Revenue Focused (Sales Influence and Persuasion, Sales Resilience, Sales Initiative)
• Proven track record of assets and/or clients
• Salesforce experience
• Experience managing client acquisition process from inception to closure
• Business development/client relations

MPG (Madison Professional Group) is an 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.

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