Financial Services Professional

4 days ago

Jasper, Indiana, United States Jobot Full time
{"Job Title": "Financial Advisor", "Job Description": "Exciting Opportunity for Growth

This is a dynamic and experienced Financial Advisor role that offers a range of services, including personal and business banking, loans, wealth management, and trust services.

Key Responsibilities:
  • Develop comprehensive financial plans to help clients achieve their financial goals.
  • Provide strategic advice across a variety of financial products and services.
  • Assess the client's overall financial picture, understand their needs and develop a robust financial plan.
  • Guide clients towards a profitable and secure financial decision.
  • Cultivate client base and build win-win relationships.
  • Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas.
  • Implement effective strategies for acquiring and retaining clients.
  • Keep abreast of new industry's trends and research market to back up financial consulting.
  • Oversee the course of the financial plan and update it, if necessary, to ensure profits.
  • Comply with all industry rules and regulations.
  • Liaise with providers, solicitors, valuers and other professionals to progress transactions to a satisfactory conclusion.
Requirements:
  • Proven working experience as a Financial Advisor, Planner or relevant experience (2+ years required).
  • Track record of successful financial guidance.
  • Ability to analyze market's financial data and to provide appropriate data-based advice.
  • Proficient in MS Office, with an ability to produce clear reports and presentations.
  • Strong ethics, with a customer-oriented attitude.
  • Outstanding problem-solving skills and a good listener.
  • Excellent communication, interpersonal and negotiation skills.
  • Attention to detail and strong analytical thinking.
  • Professional certification such as CFP (Certified Financial Planner) is a strong advantage.
  • A degree in finance, economics or related field is required. A Master's degree or higher is preferred.
  • Deep understanding of the financial planning process and the ability to handle complex financial planning issues.
  • Strong sales experience, with a proven track record of achieving sales targets.
  • Comprehensive knowledge of financial planning, wealth management, risk management, retirement planning, financial analysis, insurance planning, asset management, and portfolio management.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.", "Language Code": "en-US"}

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