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If you are an industry professional considering taking the next step in your career, The Executive Group offers a variety of employment opportunities. While we represent companies, corporations and other organizations in the recruitment of highly skilled and well-qualified candidates, it is important to us that job seekers have the information they need to make the best decision.

Our recruiters review all of the applications received for a posted position. Because we want to ensure a good fit for both the employer and potential employee, only those individuals who meet the specific criteria requested by our client will be contacted about the opportunity. Applicants who are not selected should know, however, that their contact information will remain in our extensive database, and future contact may occur should a suitable position become available.

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Financial Planning Consultant

Location: Butte, MT
Date Posted: 12-18-2018
Financial Planning Consultant -  (Top 100 Wealth Management Firm)

Seeking a financial planning consultant to lead CPA partners and managers in providing value added wealth management services to their clients. This is a very unique opportunity that provides an established method to grow your portfolio by assisting clients that are already being served by a top tier CPA firm. 

Responsibilities may include:
  • Facilitating the development of strategic plans for marketing and development of financial services for CPA client firms
  • Training CPAs in financial service areas, including investment management, retirement plans, and risk management
  • Developing plans with CPAs to identify and contract prospective clients
  • Providing analysis to company CPAs on investment, insurance, and annuity products as needed
  • Maintaining knowledge of industry developments and changes
  • Fostering strong relations with chosen CPA's that allows for consistent revenue growth.   
Requires:
  • Bachelor's degree
  • Insurance license in Montana
  • Series 7/66
  • Series 65
  • 5+ years of financial advisory experience
  • CFP preferred
  • Entrepreneurial spirit for first-class client service and growth
  • Some travel, but limited overnight stays
Competitive wage, benefits package, and advancement opportunities. Community service participation, wellness programs, mentoring programs. 
 
Chris Adam
 - Recruiter
The Executive Group
Billings, MT
Chris@exegrp.net
(406) 252-7770
800-755-5161
www.executivegroup.biz
 
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