Senior Financial Planning Specialist
1 week ago
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 ResponsibilitiesThe 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
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
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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