Financial Planner
3 weeks ago
We are seeking a skilled Financial Advisor to collaborate with our clients in developing and implementing tailored financial strategies to achieve their objectives. The ideal candidate will possess a Bachelor's degree in business or finance, a proven track record of establishing successful and long-term advising relationships, and exceptional communication skills.
Key Responsibilities
•Create personalized financial plans that cater to each client's unique needs and circumstances
•Gather and analyze each client's financial information to determine their financial status, goals, cash flow, and expectations
•Provide exceptional customer service to existing clients, tracking and monitoring all communications, including financial advice and strategies
•Assist clients in implementing financial recommendations, such as savings plans, life insurance, mutual funds, and other financial products
•Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach potential prospects
Required Qualifications
•In-depth knowledge of the financial industry, financial products, best practices, and tax regulations is essential
•Excellent communication skills, mathematical skills, relationship skills, and customer service skills are vital
•A Bachelor's degree in business administration, finance, or a related field is required
•Current professional licenses, such as CPA or CFP, and FINRA Series 7 and 66, are required
•Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
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