Senior Financial Strategist

6 hours ago


California, United States MidWaretech Full time
About MidWaretech

We are a dynamic company empowering digital transformation through innovative Social Media and IT solutions.

Job Description

We are seeking a highly analytical and customer-oriented Financial Planning Specialist to join our finance department. As a trusted advisor, you will be responsible for managing our clients' finances, providing effective financial advice, and creating strategic financial plans and budgets.

Key Responsibilities:
  • Evaluate clients' financial documents, including income, expenses, and liabilities.
  • Offer support and guidance in financial insurance and investment planning.
  • Create and implement financial plans and budgets for clients.
  • Monitor clients' needs and adjust financial plans accordingly.
  • Prepare and present financial and business analysis reports.
  • Market and present financial products and services to clients.
  • Identify and foster long-lasting relationships with potential clients.
  • Stay up-to-date on the latest regulations, practices, and financial products.
Requirements:
  • Bachelor's degree in accounting, finance, or a related field.
  • Minimum 3 years of experience in a similar role.
  • Aptitude to analyze large amounts of financial data and comply with regulations.
  • Excellent communication and presentation skills.
  • Strong attention to detail and problem-solving abilities.

Remote Work: No



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