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Financial Planning Consultant
2 months ago
We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now
Responsibilities
•Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
•Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
•Customize financial plans for each client based on potential life changes and changing financial needs
•Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
•Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
•Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Qualifications
•A true desire to learn more about the impact you can make as a Financial Services Professional with The Pelora Group.
•Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
•Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
•A Bachelor's degree in business administration, finance, or a related field is required
•Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
•Knowledge of the financial industry, financial products, best practices, and tax regulations is desired