Financial Strategist

We are seeking an experienced Financial Strategist to join our team. This individual will have a long-term focus on continuity and succession for both themselves and their clients.

The ideal candidate will be able to assess clients' assets, liabilities, and overall financial conditions, providing expert advice on investment strategies and other financial decisions.

Responsibilities:

• Develop and implement comprehensive financial plans for clients
• Conduct thorough analyses of clients' financial situations
• Communicate portfolio performances to clients and provide guidance on future investments
• Maintain strong relationships with clients through regular communication and networking

Estimated Salary Range: $80,000 - $120,000 per year

Requirements:

• 5+ years of experience in financial planning or wealth management
• Strong analytical, critical thinking, and logic skills
• Excellent written and verbal communication skills
• Familiarity with investment products and services