Financial Planning Specialist
3 days ago
We are seeking an experienced financial professional to join our team at The Pelora Group. As a Financial Planning Consultant, you will play a crucial role in assisting our clients in designing and implementing strategies to achieve their financial goals.
Key Responsibilities:
- Develop and provide tailored financial advice and strategies that align with each client's risk tolerance and financial objectives.
- Gather comprehensive financial information to determine each client's financial status, cash flow, financial goals, and expectations.
- Customize financial plans for each client based on potential life changes and evolving financial needs.
- Deliver exceptional customer service to existing clients, tracking and monitoring communications in the client file, including strategies and financial advice provided.
- Identify and approach new prospects, establishing strong relationships with new clients as their trusted advisor.
- Help clients implement financial recommendations, such as life insurance, savings plans, mutual funds, and other financial products.
Qualifications:
- A genuine desire to make a positive impact as a Financial Services Professional with The Pelora Group.
- Proven success in a financial planning, personal financial advisory, financial analysis, or financial consulting role is essential.
- Excellent mathematical, relationship-building, communication, and customer service skills are crucial.
- A Bachelor's degree in business administration, finance, or a related field is required.
- Proficiency in MS Office, Google Suite, CRM systems, and financial planning software is preferred.
- Knowledge of the financial industry, financial products, best practices, and tax regulations is desired.
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