Financial Planning Specialist
1 week ago
**About Kingsguard Capital**
Kingsguard Capital is a top-tier financial advisory firm dedicated to helping retirees protect and grow their retirements. We're seeking a skilled Financial Planning Specialist to join our team.
What We're Looking For
- A highly organized and detail-oriented individual with a solid background in financial planning.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
- Proficiency in financial planning software and a willingness to learn and adapt to new systems.
- A Bachelor's degree in business administration, finance, or a related field.
Responsibilities
- Client Onboarding
- Establish strong relationships with new clients as their trusted advisor.
- Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations.
- Design customized financial plans suitable for each client based on potential life changes and changing financial needs.
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products.
- Execute exceptional customer service to existing clients.
- Track and monitor communications in the client file, including strategies and financial advice given.
Requirements
- A valid professional license, such as a CPA or CFP.
- FINRA Series 7 and 66 licenses.
- Proficiency in MS Office, Google Suite, CRM systems, and financial planning software.
About the Role
This is a full-time position with competitive pay and benefits. We offer a dynamic work environment where professionalism meets a bit of fun. If you're a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply.
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