Financial Services Consultant
1 month ago
Job Description
We are seeking an experienced Financial Advisor to assist our clients in designing and implementing strategies to achieve their financial goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills.
Key Responsibilities
- Create customized financial plans tailored to each client's unique needs and goals.
- Collect and analyze client financial information to determine their financial status, goals, and expectations.
- Develop and implement financial recommendations, including savings plans, life insurance, and other financial products.
Requirements
- Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is essential.
- A Bachelor's degree in business administration, finance, or a related field is required.
- Current professional licenses, including CPA and CFP, and FINRA Series 7 and 66, are mandatory.
- Proven success as a financial planner, personal financial advisor, or financial consultant is crucial.
Compensation and Benefits
$75,000+ at plan
About Our Company
We aim to provide financial security and peace of mind to our clients through our insurance, annuity, and financing solutions.
We strive to help individuals, families, and businesses create, protect, and preserve their financial security.
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