Financial Planner
3 weeks ago
Job description
Are you an experienced sales professional who thrives on providing excellent service to help your clients meet their goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term client relationships, a desire to learn industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today
Responsibilities:
- Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
- Design customized financial plans suitable for each client based on potential life changes and changing financial needs
- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Qualifications:
- Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
- Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
- Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
- Success as a commission-based sales professional is desired
- Financial Services
Full-time
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