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Financial Planning and Strategy Specialist
1 week ago
We are seeking a driven and ambitious individual to become a trained Financial Planner.
This role enables the successful candidate to:
- Understand clients' financial needs, including expenses, income, insurance coverage, financial objectives, and risk tolerance.
- Provide expert advice on insurance coverage, investment planning, cash management, and other areas to help clients reach their financial goals.
- Analyze clients' financial data to identify necessary changes to reach their goals.
- Prepare or interpret financial document summaries, investment performance reports, and income projections for clients.
- Manage and regularly update clients' portfolios.
- Build and maintain a client base.