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Financial Planning Specialist

2 months ago

Jasper IN, United States Jobot Full time
Financial Advisor Opportunity

Jobot is seeking a dynamic and experienced Financial Advisor to join our growing team. As a Financial Advisor, you will be responsible for providing financial guidance and support to our diverse clientele.

Key Responsibilities:
  • Develop comprehensive financial plans to help clients achieve their financial goals.
  • Provide strategic advice across a variety of financial products and services, including debt management, cash management, insurance coverage, and investments.
  • Assess the client's overall financial picture, understand their needs, and develop a robust financial plan.
  • Guide clients towards a profitable and secure financial decision.
  • Network, generate leads, and identify opportunities to sell financial products and services.
  • Stay up-to-date with industry trends and research market data to inform financial consulting.
  • Oversee the course of the financial plan and update it as necessary to ensure optimal results.
Requirements:
  • Proven working experience as a Financial Advisor, Planner, or relevant experience (2+ years required).
  • Track record of successful financial guidance.
  • Ability to analyze market data and provide data-driven advice.
  • Proficient in MS Office and able to produce clear reports and presentations.
  • Professional certification such as CFP (Certified Financial Planner) is a strong advantage.
  • A degree in finance, economics, or a related field is required.

Jobot offers a range of services, including personal and business banking, loans, wealth management, and trust services. We provide a comprehensive benefits package, including medical, dental, and vision coverage, as well as a flexible work schedule.