Financial Planning Specialist

3 days ago


Jersey City, New Jersey, United States H Cap Connect, LLC. Full time
Junior Financial Advisor

H Cap Connect, LLC. is seeking a highly motivated and detail-oriented Junior Financial Advisor to join our team. As a Junior Financial Advisor, you will play a key role in providing exceptional client service and financial planning to help our clients achieve their financial goals.

Responsibilities:
  • Conduct thorough financial analyses and create customized financial plans for clients
  • Assess and advise clients on their current financial situations, making recommendations to optimize their financial well-being
  • Collaborate with clients to develop and implement short- and long-term financial plans
  • Develop and execute retirement planning strategies to ensure clients' financial security in their golden years
  • Implement risk management and tax planning strategies to minimize clients' financial risks
  • Oversee and coordinate clients' investment portfolios to ensure alignment with their financial goals
  • Maintain compliance with regulatory requirements and industry best practices
  • Develop and maintain strong relationships with clients to retain their business and grow our client base
  • Stay up-to-date with industry developments, regulations, and financial products to provide expert advice to clients
Requirements:
  • Bachelor's degree in Finance, Economics, or a related field
  • Strong knowledge of investment vehicles, financial markets, and wealth management principles
  • Proficiency in financial software and tools, including Microsoft Suite, Adobe, and financial planning systems
  • Prior experience as a financial advisor or internships in finance or wealth management is required


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