Financial Services Professional
3 weeks ago
We are seeking a highly skilled and experienced Financial Services Professional to join our team at Jobot. As a Financial Advisor, you will play a critical role in providing expert financial guidance and support to our diverse clientele.
Key Responsibilities- Develop Comprehensive Financial Plans: Create tailored financial plans to help clients achieve their financial goals, including wealth management, retirement planning, and risk management.
- Provide Strategic Advice: Offer expert advice on a range of financial products and services, including debt management, cash management, insurance coverage, and investments.
- Assess Client Needs: Conduct thorough assessments of clients' financial situations, identifying areas for improvement and developing strategies to achieve their goals.
- Cultivate Client Relationships: Build strong, long-term relationships with clients, providing exceptional customer service and ensuring their financial needs are met.
- Stay Up-to-Date with Industry Trends: Stay current with market trends and research to provide informed financial guidance and advice.
- Proven Experience: 2+ years of experience as a Financial Advisor, Planner, or in a related field.
- Strong Analytical Skills: Ability to analyze financial data and provide data-driven advice.
- Excellent Communication Skills: Strong communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
- Professional Certification: CFP (Certified Financial Planner) or equivalent certification is a strong advantage.
- Education: Degree in finance, economics, or a related field, with a Master's degree or higher preferred.
- Competitive Salary: $55,000 - $75,000 per year.
- Medical/Dental/Vision Benefits: Comprehensive benefits package, including medical, dental, and vision coverage.
- Flexible Work Schedule: Flexible work arrangements to support work-life balance.
- 401k Plan: Employer-matched 401k plan for retirement savings.
- Bonus Structure: Performance-based bonus structure to recognize and reward outstanding performance.
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Financial Services Professional
1 month ago
Jasper, IN, United States Jobot Full timeFinancial Advisor OpportunityThis role offers an exciting chance to provide financial guidance and support to our diverse clientele. As a Financial Advisor, you will be responsible for helping clients identify their financial goals, developing strategic financial plans, and providing a broad range of financial services.Key Responsibilities:Develop...
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Financial Services Professional
2 months ago
Jasper, IN, United States Jobot Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Advisor to join our team at Jobot. As a Financial Advisor, you will be responsible for providing expert financial guidance and support to our diverse clientele.Key ResponsibilitiesDevelop Comprehensive Financial Plans: Create tailored financial plans to help clients achieve their financial...
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Financial Services Professional
2 months ago
Jasper, Indiana, United States Jobot Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Advisor to join our team at Jobot. As a Financial Advisor, you will be responsible for providing expert financial guidance and support to our diverse clientele. This is an exciting opportunity to help individuals and businesses achieve their financial goals and secure their financial...
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Financial Services Professional
2 weeks ago
Jasper, Indiana, United States Jobot Full timeFinancial Advisor OpportunityThis is an exciting opportunity for a dynamic and experienced Financial Advisor to join our growing team at Jobot. As a Financial Advisor, you will be responsible for providing financial guidance and support to our diverse clientele, helping them achieve their financial goals and develop strategic financial plans.Key...
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Financial Services Professional
4 weeks ago
Jasper, Indiana, United States Jobot Full timeFinancial Advisor OpportunityJobot is seeking a dynamic and experienced Financial Advisor to join our growing team. This role offers an exciting opportunity to provide financial guidance and support to our diverse clientele.Key Responsibilities:Develop comprehensive financial plans to help clients achieve their financial goals.Provide strategic advice across...
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Financial Services Professional
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Financial Services Associate
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Financial Advisor
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