What are the responsibilities and job description for the Personal Wealth Consultant position at Investment Consulting Group of Birmingham Michigan?
About Investment Consulting Group:
A boutique wealth management firm committed to delivering exceptional client experiences. Our team of experts provides personalized service, innovative solutions, and a client-focused approach.
Job Title:
We are seeking a highly motivated licensed Personal Wealth Consultant to join our team. In this role, you will be responsible for developing customized financial plans, investment strategies, and wealth preservation solutions for our clients.
Responsibilities:
- Develop comprehensive financial plans tailored to individual client needs and goals.
- Identify and pursue new business opportunities through proactive networking, referrals, and targeted marketing efforts.
- Collaborate with clients to understand their financial objectives and create tailored solutions.
- Stay up-to-date with industry developments and regulatory changes to provide informed advice.
Requirements:
- Bachelor's degree in Finance, Business, Economics, or a related field.
- CFP (Certified Financial Planner) or similar certification preferred.
- Strong understanding of investment products, tax strategies, and retirement planning.
- Excellent communication and interpersonal skills.
- Proficiency in financial planning software and CRM systems.
What We Offer:
- Competitive compensation package.
- Opportunities for professional growth and development.
- Flexible work environment.