Overview
We are seeking a skilled Financial Consultant to join our team. The ideal candidate will provide expert financial guidance to clients, assisting them in making informed decisions about their money and financial goals.
Duties
- Conduct in-depth financial analysis for clients
- Manage cash flow and assist in budgeting
- Offer advice on investments, insurance, and other financial instruments
- Assist clients with estate planning and wealth management strategies
- Develop customized financial plans tailored to individual client needs
- Utilize financial software to track client accounts and portfolios
- Drive sales through effective communication of financial products and services
Requirements
- Proven experience in financial planning, sales, or related field
- Strong understanding of asset management and financial markets
- Proficiency in financial software applications
- Excellent communication and interpersonal skills
- Bachelor's degree in Finance, Economics, or related field (preferred)
*Entry Level is also accepted
Job Types: Full-time, Part-time
Pay: $50,000.00 - $130,000.00 per year
Work Location: Remote
