Experienced Financial Professional

2 weeks ago


Wichita, Kansas, United States Wisepath Group Full time
Job Description

Strategic Financial Concepts is seeking a highly skilled Financial Planning Expert to join our team. As a key member of our organization, you will be responsible for developing and implementing personalized financial strategies for our clients.

Key Responsibilities:
  • Prospecting and Qualifying Leads: Identify and engage potential clients, assessing their financial needs and developing tailored solutions to meet those needs.
  • Client Management: Build and maintain strong relationships with existing clients, providing ongoing financial guidance and support to help them achieve their goals.
  • Financial Analysis: Conduct thorough financial analyses to identify areas for improvement and develop strategies to optimize clients' financial health.
  • Business Development: Collaborate with our team to identify new business opportunities and develop strategies to pursue them.
Requirements:
  • Education: Bachelor's degree in a related field, such as finance, accounting, or business administration.
  • Experience: Proven track record of success in a financial services role, with a strong understanding of financial markets and products.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Technical Skills: Proficiency in financial software and tools, including CRM systems and financial planning software.
Benefits:
  • Unlimited Earning Potential: Earn a competitive salary and bonuses based on your performance.
  • Professional Development: Opportunities for advancement and professional growth within our organization.
  • Collaborative Environment: Work with a talented team of professionals who share your passion for financial services.
  • Comprehensive Benefits Package: Enjoy a range of benefits, including health, dental, and vision insurance, as well as a 401(k) plan with a company match.

At Strategic Financial Concepts, we are committed to helping our clients achieve their financial goals. If you are a motivated and results-driven professional with a passion for financial services, we encourage you to apply for this exciting opportunity.



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