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.

Responsibilities include:

• 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

Requirements

• 5+ years of industry experience
• Designations highly preferred include CFP, CFA, CPA, MBA, and/or JD
• High degree of customer service, confidentiality, and urgency
• Excellent interpersonal and communication skills