Joel Morales is the Business Development Specialist at MACRO Consulting Group. In this role, he is responsible for building and maintaining the firm’s relationships with various institutions while also working to identify opportunities for the firm’s growth – a task that combines his expertise in both financial planning and communications. As part of his day-to-day job function, Joel researches new business opportunities, creates business plans, and remains abreast of industry-specific trends. He also works cooperatively with other firms and organizations to share the core values of MACRO Consulting Group – namely, our mission to cultivate long-term rewarding relationships with our clients as we help them plan for a positive financial future. Finally, Joel communicates regularly with MACRO’s business partners to keep them informed of the many offerings and services that we provide.
Joel has extensive experience in creating and maintaining meaningful client relationships – an invaluable skill for a MACRO employee. In his previous positions prior to joining the MACRO team, he spent countless hours working alongside his clients to thoroughly explain their portfolios and answer their questions. Joel has also been involved in helping clients with the day-to-day handling of their accounts.
Joel successfully passed the FINRA Series 6, Series 7, and Series 63 exams, as well as the New Jersey Life Insurance exam. He is a graduate of William Paterson University in New Jersey, where he earned a bachelor’s degree in Financial Planning.
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