Executive Financial Strategist

17 hours ago


Dallas, Texas, United States Spectrum Financial Group Full time

We are seeking an Executive Financial Strategist who will be a key player in our team. With a strong background in financial planning, you will help our clients achieve their long-term goals.

About the Role:

This is a senior-level position that requires a high level of expertise and experience in wealth management. As an Executive Financial Strategist, you will work closely with our clients to understand their financial situation and develop tailored solutions to meet their needs.

The ideal candidate will have excellent communication and interpersonal skills, as well as the ability to think critically and creatively. You will also be responsible for building and maintaining relationships with existing clients, identifying new business opportunities, and contributing to the growth and development of our team.

In terms of salary, we offer a competitive package, estimated to be around $120,000 - $150,000 per year, depending on experience and qualifications.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients
  • Conduct regular reviews and updates of client plans
  • Build and maintain strong relationships with clients
  • Identify new business opportunities and contribute to the growth of the team
  • Stay up-to-date with industry developments and best practices

Requirements:

  • Strong background in financial planning and wealth management
  • Excellent communication and interpersonal skills
  • Ability to think critically and creatively
  • High level of expertise and experience in the field
  • Bachelor's degree in a related field


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