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Financial Planning Specialist
2 months ago
We are seeking a highly motivated and skilled Financial Planning Specialist to join our team at North Star Resource Group. As a Financial Planning Specialist, you will play a critical role in helping our clients achieve their financial goals and objectives.
Key Responsibilities- Customize Financial Plans: Develop and implement comprehensive financial plans for each client, taking into account their unique needs and goals.
- Financial Recommendations: Provide clients with personalized financial recommendations, including investment strategies, insurance solutions, and retirement planning.
- Client Relationships: Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial needs are met.
- Prospecting and Business Development: Identify and pursue new business opportunities, establishing relationships with potential clients and promoting our services.
- Professional License: Hold a valid professional license, such as a CPA or CFP, and be registered with FINRA.
- Experience: Possess a strong background in financial planning, with a minimum of 2-3 years of experience in a related field.
- Education: Hold a Bachelor's degree in business administration, finance, or a related field.
- Skills: Demonstrate excellent communication, interpersonal, and problem-solving skills, with a strong ability to work independently and as part of a team.
North Star Resource Group is a leading financial services firm dedicated to helping individuals, families, and businesses achieve their financial goals. With a network of experienced advisors and a commitment to excellence, we provide our clients with personalized service and tailored solutions to meet their unique needs.
