The base salary will be based on the years of experience and professional designations. The bonus structure will be based on client retention and company profitability. Extremely competitive benefits.
MBM Wealth Consultants is a rapidly growing registered investment advisory firm that is looking for a Certified Financial Planner or someone studying to become a Certified Financial Planner. This position would be responsible for managing current and prospective client relationships, play a key role in client meetings, and provide a superior client service experience. The firm is known for its client centered approach and comprehensive planning ability.
The ideal candidate has extensive financial planning experience and investment knowledge. The candidate would be responsible for maintaining the existing client base. Although the position is welcome to add clientele, there are no sales requirements.
Build relationships with the firm's current clients with the goal of being their main point of contact
Attend meetings with clients and prospects
Review and document client's financial planning and investment progress
Build financial plans for existing clients and prospective clients
Manage account administration, cash flow, and all financial planning inquiries
Work with the client support team to provide an exceptional client experience
5+ years of industry experience
Designations highly preferred include CFP, CFA, CPA, MBA, and/or JD
High degree of customer service, confidentiality, and urgency
MBM Wealth Consultants is a rapidly growing registered investment advisory firm based in Chesterfield, MO. We focus on providing peace of mind to enable our clients to pursue and enjoy the life of their dreams. This is accomplished by bring family office services to clients with a net worth as low as one millions dollars.