Financial Services Professional

3 weeks ago


Jasper IN, United States Jobot Full time
About the Role

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.
Requirements
  • 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.
What We Offer
  • 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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