Financial Services Professional

5 days ago


Joplin, Missouri, United States Jobot Full time
Job Summary

We are seeking a highly skilled and experienced Financial Advisor to join our team at Jobot. As a Financial Advisor, you will be responsible for providing expert financial guidance and support to our diverse clientele.

Key Responsibilities
  • Develop comprehensive financial plans to help clients achieve their long-term 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.
  • Cultivate a strong client base and build win-win relationships.
  • Network and generate leads to meet sales quotas.
  • Implement effective strategies for acquiring and retaining clients.
  • 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.
  • Comply with all industry regulations and best practices.
  • Liaise with providers, solicitors, and other professionals to progress transactions to a successful conclusion.
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, with the ability to produce clear reports and presentations.
  • Strong ethics and a customer-centric attitude.
  • Outstanding problem-solving skills and excellent communication skills.
  • Attention to detail and strong analytical thinking.
  • Professional certification such as CFP (Certified Financial Planner) is a strong advantage.
  • A degree in finance, economics, or a related field is required. A Master's degree or higher is preferred.
  • Deep understanding of the financial planning process and the ability to handle complex financial planning issues.
  • Strong sales experience, with a proven track record of achieving sales targets.
  • Comprehensive knowledge of financial planning, wealth management, risk management, retirement planning, financial analysis, insurance planning, asset management, and portfolio management.

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