Strategic Financial Specialist

3 weeks ago


Grandview, Missouri, United States Wisepath Group Full time
About the Role

As a Strategic Financial Specialist at Wisepath Group, you will be responsible for prospecting sales leads, managing current accounts, and providing exceptional customer support. You will need to stay up-to-date on industry trends and maintain a deep understanding of financial markets and performance metrics.

To excel in this role, you should have a solid background in sales, marketing, or business administration, as well as experience working with CRM software and MS Excel. Strong analytical and problem-solving skills are essential, as you will need to analyze financial data to create personalized strategies for clients.

The compensation package includes unlimited earning potential, W2 FICA 7.5%, 401k with 6% match, residual income, and opportunities to earn additional bonuses and incentives. You will also benefit from a generous benefits package, flexible work schedule, and advancement/management opportunities.

This is a unique opportunity to join a forward-thinking organization that values innovation and teamwork.

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