We are considering hiring a professional and certified Financial Planner to join our financial planning services company. You will help our clients manage their personal finances.
You will serve as our client’s trusted advisor in aspects related to cash flow, investments, debt management, and savings. You will be helping in the improvisation of our clients financial situation.
You must have effective communication skills with extensive experience in the field of financial planning and business development. Your objective will be to make sure the clients make smart and profitable decisions to meet their financial goals.
If you are meticulous, have an analytical mind, customer-oriented, we certainly would like to have you on-board.
Analyze customer’s financial statuses – income, liability, expenses etc.
Examine and also suggest clients with the best financial opportunities – investments and insurance plans
Develop best plans and budget for customers
Personalize financial plans according to the customer’s changing requirements
Assist customers to implement their plans and execute transactions
Present, as well as, sell appropriate financial products and services
Locate and approach potential clients
Build strong relationships to retain existing customers
Maintain an updated understanding of standards, regulations, and financial products and services we offer
Work together with our team to produce the best possible results
Bachelor’s degree in Finance, Accounting, Business Administration or related field
Professional certifications like CFP will be a plus
Experience in Customer Service or sales will be an asset
Proficiency in CRM systems and MS Office Tools
Ability to evaluate financial information and comply with industry regulations
Ability to handle any complex financial situations
Strong mathematical skills and attention to detail
Customer-oriented attitude with strong ethics
Exceptional communication skills
Ability to foster long-term relationships
Valid professional license
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