Senior Financial Planning Specialist

1 week ago


Murfreesboro, United States Retirement Income Solutions LLC Full time
Job Overview

We are seeking a skilled and experienced Senior Financial Planning Specialist to join our team at Retirement Income Solutions LLC.

Estimated Salary: $80,000 - $120,000 per year

Job Responsibilities

The successful candidate will be responsible for providing comprehensive financial advice and guidance to clients, helping them achieve their financial goals and objectives. Key responsibilities include:

  • Developing customized financial plans based on clients' needs and risk tolerance
  • Conducting thorough financial assessments to understand clients' current financial situations and future goals
  • Maintaining strong relationships with clients through regular communication and meetings
  • Collaborating with other professionals, such as accountants and attorneys, to ensure comprehensive financial solutions for clients
Requirements

To be considered for this role, applicants should possess the following qualifications:

  • Bachelor's degree in finance, business, or a related field (preferred)
  • Proven experience working in the financial services industry as a Financial Advisor or similar role
  • Strong knowledge of asset management, tax planning, cash management, and financial planning principles
  • Excellent mathematical skills with the ability to analyze complex financial data
  • Exceptional customer relationship management skills with the ability to build trust and rapport with clients
  • Strong sales abilities with a track record of meeting or exceeding targets
About Us

At Retirement Income Solutions LLC, we pride ourselves on providing exceptional retirement planning services to pre-retirees and retirees. Our team of dedicated professionals is passionate about creating sustainable retirement income strategies and adapting to the ever-evolving needs of our clients and the industry.



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