Financial Services Professional
5 days ago
We are seeking an experienced financial professional to assist our clients in designing and implementing strategies to achieve their long-term financial goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills.
Responsibilities:
- Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives.
- Create customized financial plans suitable for each client based on potential life changes and changing financial needs.
- Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations.
- Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products.
- Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor.
Qualifications:
- Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital.
- Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital.
- Requires a Bachelor's degree in finance, business administration, or related field.
- Excellent math skills, relationship skills, communication skills, and customer service skills are crucial.
- Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed.
Compensation: $150,000
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