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Financial Services Professional
2 months ago
We are seeking a highly motivated and detail-oriented individual to join our team as a Financial Services Professional. As a key member of our team, you will be responsible for developing and implementing financial plans for our clients, providing exceptional customer service, and building strong relationships with new and existing clients.
Responsibilities:- Financial Planning: Customize financial plans for each client based on their professional and personal circumstances, financial goals, and evolving needs.
- Client Relationship Building: Develop and maintain strong relationships with clients, providing them with expert advice and guidance on financial matters.
- Financial Analysis: Gather and assess client financial information to determine their financial status, cash flow, and financial goals.
- Product Recommendations: Provide strategic recommendations for financial products, plans, and investments to help clients achieve their financial goals.
- Team Collaboration: Work closely with our team of financial professionals to share knowledge, best practices, and ideas to drive business growth and success.
- Education: A Bachelor's degree in business administration, finance, or a related field is required.
- Industry Knowledge: A basic understanding of the financial services industry and its products is necessary.
- Licenses and Certifications: Valid FINRA Series 7 & 63/66 licenses are preferred but not required.
- Skills: Excellent communication, math, and relationship-building skills are essential for success in this role.
- Comprehensive Training: Our comprehensive training program will equip you with the knowledge and skills needed to succeed in this role.
- Competitive Compensation: Our pay-for-performance compensation plan offers competitive salaries and bonuses.
- Opportunities for Advancement: We offer opportunities for career growth and advancement within our company.
We are an equal-opportunity employer and welcome applications from qualified candidates. If you are a motivated and detail-oriented individual with a passion for finance, we encourage you to apply for this exciting opportunity.
