Senior Financial Consultant
3 weeks ago
Fifth Avenue Financial is seeking a skilled financial advisor to provide expert guidance to clients. The ideal candidate will have a strong background in financial services and a proven track record of success.
Key Responsibilities:
- Develop and implement customized financial plans for clients
- Analyze client financial situations and provide tailored financial services and insurance products
- Build and maintain strong relationships with clients through exceptional customer service
- Stay up-to-date with market trends and new developments in the financial sector
Requirements:
- Bachelor's degree in a related field such as finance, accounting, or economics
- Resident insurance license, Life & Health
- Minimum of 1 year of experience working in the financial services industry
- Strong customer service, communication, and presentation skills
Nice-to-Haves:
- Series 6 or 7
- CFP certification
- Knowledge and proficiency in the use of CRM software and financial data analysis tools
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