Financial Planning Specialist

2 weeks ago


Chattanooga, Tennessee, United States Service Corporation International Full time
Job SummaryWe are seeking a highly skilled Pre Planning Advisor to deliver exceptional investment solutions to our clients. As a key member of our team, you will provide personalized financial guidance to help clients achieve their long-term financial goals.Key Responsibilities
  • Develop and implement tailored investment strategies to meet clients' financial objectives
  • Analyze clients' financial situations to identify areas for improvement
  • Prepare comprehensive financial plans and recommendations
  • Communicate portfolio performance and provide ongoing financial guidance to clients
  • Build and maintain strong relationships with clients and stakeholders
Requirements
  • Proven experience in financial planning, investment management, or a related field
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong knowledge of financial products and services
About UsService Corporation International is a leading provider of funeral, cremation, and cemetery services in North America. With a rich history dating back to 1962, we have established ourselves as a trusted partner for families during their most difficult times. Our commitment to compassionate and professional care has earned us the trust of over 450,000 families each year.

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