Financial Services Specialist

1 week ago


Mastic Beach, New York, United States MyCareersFuture Full time

**Job Summary**

MyCareersFuture is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing sound wealth management and financial advisory services to our customers.

**Key Responsibilities:**

  • Develop and implement comprehensive financial plans to help customers achieve their financial goals.
  • Offer a range of financial products and services, including loans, credit cards, investments, insurance, and priority banking.
  • Engage with customers through branch interactions, tele-appointments, and outreach programs.
  • Deliver holistic financial planning advice and identify suitable financial solutions.
  • Ensure adherence to banking regulations and professional standards.
  • Meet performance targets set by the company.

**Requirements:**

  • Bachelor's degree in any discipline; fresh graduates are welcome.
  • Ability to work flexible schedules, including weekends.
  • Passion for banking and wealth management.
  • Excellent communication and listening skills.
  • Confidence in presenting and explaining complex information clearly.

**What We Offer:**

MyCareersFuture is a dynamic and growing company that offers a range of benefits and opportunities for professional growth.



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