Financial Professional
Listed on 2025-12-02
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Finance & Banking
Financial Consultant, Financial Analyst
As a Financial Representative, you will play a key role in helping individuals and businesses manage their financial resources, achieve their financial goals, and secure their financial future. You will provide expert financial guidance and offer a range of financial services to clients. Responsibilities:
• Conduct comprehensive financial analyses for clients to assess their current financial status and develop personalized financial plans
• Offer guidance on various financial products and services such as investments, insurance, retirement planning, and estate planning
• Assist clients in understanding complex financial concepts and help them make informed decisions regarding their finances
• Build and maintain strong client relationships through regular communication and reviews of financial plans
• Stay updated on industry trends, regulations, and best practices to provide clients with accurate and relevant advice
Qualifications:
• Prior experience in sales or financial services is preferred, but NOT required
• Knowledge of estate planning, tax laws, corporate accounting, securities law, wills, trusts, estate law, financial planning, financial concepts, and wealth management is beneficial
• Strong analytical skills with the ability to interpret complex financial information
• Excellent communication and interpersonal skills to effectively interact with clients
• Bachelor's degree is desirable Job Types: Full-time, Internship Pay: $70,000 - $150,000 per year Benefits:
• 401(k)
• Dental insurance
• Financial planning services
• Flexible schedule
• Health insurance
• Paid time off
• Paid training
• Retirement plan Compensation: $95,000 - $125,000 yearly
• Conduct comprehensive financial analyses for clients to assess their current financial status and develop personalized financial plans
• Offer guidance on various financial products and services such as investments, insurance, retirement planning, and estate planning
• Assist clients in understanding complex financial concepts and help them make informed decisions regarding their finances
• Build and maintain strong client relationships through regular communication and reviews of financial plans
• Stay updated on industry trends, regulations, and best practices to provide clients with accurate and relevant advice
Compensation:
$95,000-$125,000 per year
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