Strategic Financial Advisor
1 day ago
Disability Solutions aims to provide innovative solutions to meet the changing needs of individuals and families. Our team of experienced professionals works closely with clients to create personalized plans that address their unique challenges and goals. As a Strategic Financial Advisor, you will play a vital role in helping us achieve this mission.
Salary Range:
$70,000 - $80,000 per annum, depending on experience, qualifications, and performance.
Job Responsibilities:
This position involves working with clients to identify their financial objectives, creating tailored financial plans, and providing expert guidance on investment options. Key duties include:
Key Responsibilities:
- Conducting initial consultations with clients to understand their financial goals.
- Developing and implementing comprehensive financial plans.
- Providing ongoing support and guidance to clients.
- Maintaining up-to-date knowledge of financial products and services.
Requirements:
To succeed in this role, you will need excellent communication and interpersonal skills, the ability to work effectively in a fast-paced environment, and a strong understanding of financial products and services. A relevant professional designation, such as CFP or CRPC, would be advantageous.
Benefits Package:
This role comes with a competitive benefits package, including health insurance, retirement savings plan, and opportunities for career development and advancement.
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