Financial Services Professional

6 days ago

Jasper, Indiana, United States Jobot Full time
Financial Advisor Opportunity

Jobot is seeking a dynamic and experienced Financial Advisor to join our growing team. This role offers an exciting opportunity to provide financial guidance and support to our diverse clientele.

Key Responsibilities:
  • Develop comprehensive financial plans to help clients achieve their 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 client relationships and build win-win partnerships.
  • Network, generate leads, and identify opportunities to sell financial products and services.
  • 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 standards.
Requirements:
  • Proven working experience as a Financial Advisor, Planner, or relevant experience (2+ years required).
  • Track record of successful financial guidance.
  • Ability to analyze financial data and provide data-driven advice.
  • Proficient in MS Office and able to produce clear reports and presentations.
  • Strong ethics and customer-oriented attitude.
  • Outstanding problem-solving skills and active listening.
  • Excellent communication, interpersonal, and negotiation skills.
  • Attention to detail and strong analytical thinking.
  • Professional certification such as CFP is a strong advantage.
  • Degree in finance, economics, or related field required; Master's degree or higher preferred.
  • Deep understanding of the financial planning process and 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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