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Strategic Financial Planning Consultant

Job in Sycamore, DeKalb County, Illinois, 60178, USA
Listing for: BBF Wealth
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Business
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company located in Sycamore, Illinois is seeking a Financial Planning Consultant to develop and implement strategies for managing customer relationships. The role involves identifying potential clients, tailoring presentations to their needs, and advising on financial products. Successful candidates will have excellent communication skills, a strong sales background, and the ability to analyze data to improve customer engagement.

This position offers full-time hours with a focus on building lasting client connections.
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