
Senior Financial Strategist
1 day ago
We are seeking a skilled financial planner to assist clients with multiple financial planning and wealth management needs.
This is an opportunity to advance your career in a supportive environment with access to industry-leading training and resources.
Main Responsibilities- Create comprehensive financial plans for clients that align with their goals and objectives
- Collaborate with cross-functional teams to provide exceptional client service and support
- Stay up-to-date on industry trends and regulatory requirements to ensure compliance and excellence
- Relevant qualifications in finance or a related field such as economics, accounting or business administration
- Proven experience in financial planning and wealth management with a strong track record of success
- Strong communication and interpersonal skills with the ability to build relationships and negotiate effectively
- Opportunities for professional growth and development through training and mentorship
- A competitive salary and benefits package including health insurance, retirement plan and paid time off
- A dynamic and supportive work environment with a team-oriented culture
If you are a motivated and experienced financial planner looking for a new challenge, please submit your application.
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