At . Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As a New Client Development Professional in . Morgan Wealth Management, you will spend your day providing an exceptional client experience by understanding and addressing client service needs for our newest .
Morgan Wealth Management clients. You will actively engage with prospective clients through a variety of marketing campaign initiatives, identify new investment and advice opportunities, and drive business development.
You will help drive business to our Advisors through quality referrals.
Job Responsibilities :
- Leverage a holistic goals-based approach to help clients and prospects uncover investment needs, while focused on delivering an exceptional client experience.
- Take a proactive approach to identifying solutions
- Possess an entrepreneurial business spirit with a sense of urgency to get the client directed to the right channel
Required qualifications, capabilities, and skills :
- A valid and active Series 7
- A valid and active Series 63 or must be obtained within 90 days from start date
- Solid understanding of financial markets and can effectively simplify complex financial concepts while building rapport and credibility with our clients
- A solution-oriented mindset to work toward best possible outcomes for all client's personalized goals
- Ability to manage multiple priorities in a fast- paced environment while demonstrating strict attention to detail and remaining client focused
- Possess exceptional interpersonal communication skills
Preferred qualifications, capabilities, and skills :
- Bachelor’s degree preferred or equivalent experience
- 2 years of relevant financial services or brokerage relationship building experience
Additional information :
- Must be able to work onsite Monday through Friday from 8 : 30am 5 : 00pm during training and / or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
- Department is open the following hours : Monday-Friday 7 AM 8 PM EST, Saturday 8 AM 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example : four 10 hour days vs. five 8 hour days).
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