Personalized Financial Solutions Specialist

3 days ago


Chicago, Illinois, United States RK Partners Full time

RK Partners is committed to securing futures with financial guidance and products. As a Personalized Financial Solutions Specialist, you will work closely with clients to understand their unique needs and deliver tailored investment solutions that meet their goals.

Job Description

This role requires a combination of business acumen, communication skills, and a passion for helping others. Our ideal candidate will be able to:

  • Develop and maintain strong relationships with clients
  • Provide expert advice on financial products and services
  • Identify opportunities to cross-sell and upsell financial solutions
Required Skills and Qualifications

To be successful in this role, you will need:

  • A high school diploma or equivalent
  • 2+ years of experience in the finance industry
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
Estimated Salary

The estimated salary for this position is around $70,000 - $90,000 per year, depending on location and experience.



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