Financial Services Professional

1 month ago

Jasper IN, United States Jobot Full time
Financial Advisor Opportunity

This 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 comprehensive financial plans to help clients achieve their financial objectives.
  • Provide strategic advice across a variety of financial products and services, including debt management, cash management, insurance coverage, and investments.
  • Assess the client's overall financial picture, understand their needs, and develop a robust financial plan.
  • Guide clients towards profitable and secure financial decisions.
  • Cultivate a client base and build win-win relationships.
  • Network, generate leads, and identify opportunities to sell financial products and services.
  • Implement effective strategies for acquiring and retaining clients.
  • Stay up-to-date with industry trends and research to provide informed financial advice.
  • Oversee the course of the financial plan and update it as necessary to ensure optimal results.
  • Comply with all industry regulations and guidelines.
Requirements:
  • Proven experience as a Financial Advisor, Planner, or relevant role (2+ years required).
  • Track record of successful financial guidance.
  • Ability to analyze financial data and provide data-driven advice.
  • Proficiency in MS Office and ability to produce clear reports and presentations.
  • Strong ethics and customer-oriented attitude.
  • Excellent communication, interpersonal, and negotiation skills.
  • Attention to detail and strong analytical thinking.
  • Professional certification such as CFP is a strong advantage.
  • Relevant degree in finance, economics, or related field (Master's degree or higher preferred).

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