Financial Counselor

2 weeks ago

Genesee County, United States TMT Financial Group Full time
Job DescriptionJob Description

We are seeking a Financial Counselor to join our team You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Responsibilities:

  • Advise clients on investment strategies and other financial decisions
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products 
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new and existing client base

​Qualifications:

  • Previous experience in banking, financing, or other related fields a plus but NOT required
  • Familiarity with investment products and services a plus but NOT required
  • Ability to build rapport with clients
  • Strong analytical and critical thinking skills
  • Excellent written and verbal communication skills

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