Financial Planning Specialist

2 weeks ago


Newport News, Virginia, United States Nexus Dynamics Full time
About Nexus Dynamics

We are a comprehensive financial consulting services provider, dedicated to assisting our clients in obtaining the best possible conditions for their mortgage financing and providing a wide range of services in asset management for investors.

Our Offerings:
  • A dynamic, open-minded, and modern work environment
  • A forward-thinking company with potential for growth and development
  • Flat hierarchies and a customer-centric approach
  • An existing customer base and opportunities for further education and training
Key Responsibilities:
  • Conduct in-depth analyses of clients' current financial situations to identify areas for improvement
  • Develop and implement personalized financial plans, ensuring high customer satisfaction and risk management
  • Acquire new customers and manage investment transactions efficiently and accurately, leveraging industry knowledge and expertise
  • Handle orders and correspondence with professionalism and attention to detail
Requirements:
  • Completion of vocational training in the financial sector
  • In-depth knowledge of open and closed funds, stocks, bonds, certificates, financing, and insurance, with a customer- and service-oriented mindset


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