Financial Consultant Ii
5 months ago
Job Overview:
We are seeking a highly skilled and experienced Financial Consultant II to join our team. As a Financial Consultant II, you will be responsible for providing comprehensive financial planning and advisory services to our clients. This is an excellent opportunity for someone with a strong background in financial services to make a significant impact and help clients achieve their financial goals.
**Responsibilities**:
- Conduct thorough financial assessments and analysis for clients
- Develop personalized financial plans based on client goals and objectives
- Provide recommendations on investment strategies, retirement planning, tax planning, and estate planning
- Monitor and review client portfolios to ensure alignment with financial goals
- Stay up-to-date with industry trends, regulations, and best practices
- Build and maintain strong relationships with clients, providing ongoing support and guidance
- Collaborate with other team members to deliver exceptional service to clients
**Skills**:
- Proven experience in financial planning and providing financial services
- Strong knowledge of investment products, retirement planning, tax planning, and estate planning
- Excellent analytical skills with the ability to interpret complex financial data
- Exceptional communication and interpersonal skills
- Ability to build trust and rapport with clients
- Detail-oriented with strong organizational skills
- Proficient in using financial software and tools
We offer competitive compensation packages including salary, benefits, and opportunities for professional growth. If you are a dedicated Financial Consultant II looking for a challenging role where you can make a difference in the lives of clients, we would love to hear from you.
Please note that all positions at our company are paid positions.
**Job Type**: Part-time
Expected hours: No more than 8 per week
**Benefits**:
- Company pension
- Work from home
Schedule:
- 8 hour shift
Supplemental pay types:
- Performance bonus
**Experience**:
- Paraplanning: 1 year (preferred)
Work Location: Remote
Reference ID: 42561
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