Senior Financial Strategist

1 week ago

Melville, New York, Australia beBeeFinancial Full time $75,000 - $125,000
Job Description

We are seeking a highly skilled and motivated individual to join our team as a financial advisor. As a financial advisor, you will work directly with clients to compile their financial profiles and provide sound financial advice based on their individual financial status, income, financial goals, and other factors contributing to wealth management.

Your primary responsibility will be to create customized financial plans for each client based on their life stage, professional circumstances, and fluctuating financial needs. You will also serve as a trusted financial advisor, providing strategic recommendations for products, plans, investments, and other methods to help clients achieve their financial goals.

In addition, you will be responsible for identifying and securing strong relationships with new clients, working closely with them to understand their financial objectives and develop tailored solutions to meet their needs.

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