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Financial Planning Specialist

2 months ago

Bedminster, New Jersey, United States H Cap Connect, LLC. Full time
{"title": "Financial Advisor", "description": "Unlock Your Potential as a Financial Advisor

H Cap Connect, LLC. is seeking a highly motivated and detail-oriented Financial Advisor to join our team. As a Financial Advisor, you will play a key role in providing exceptional financial planning services to our clients, helping them achieve their short- and long-term goals.

Key Responsibilities:
  • Conduct thorough financial analyses and create customized financial plans for clients
  • Assess and advise clients on their current financial situations, making recommendations to optimize their financial well-being
  • Collaborate with clients to develop and execute retirement planning strategies, risk management, and tax planning
  • Oversee and coordinate client investment portfolios, ensuring alignment with their financial goals
  • Maintain up-to-date knowledge of regulations, practices, and financial products to provide expert guidance to clients
  • Develop and maintain strong relationships with clients to retain and grow our client base
Requirements:
  • Bachelor's degree in Finance, Economics, or a related field
  • Proficiency in financial software and tools, including Microsoft Suite, Adobe, and financial planning systems
  • Prior experience as a financial advisor or internships in finance or wealth management is required

We offer a dynamic and supportive work environment, with opportunities for growth and professional development. If you are a motivated and detail-oriented individual with a passion for finance, we encourage you to apply for this exciting opportunity.", "lang_code": "en-US"}