Business Finance Strategist
1 week ago
About Envestpro: We are a financial services firm that empowers entrepreneurs to thrive. Our mission is to help individuals at every stage of their professional journey achieve financial greatness.
Your Role: As a Business Finance Strategist, you will draw on your entrepreneurial spirit to connect with clients on a personal level, understanding their unique financial goals and challenges.
Key Responsibilities:
- Craft tailored financial strategies that empower individuals to navigate the complexities of financial planning with confidence and clarity.
- Serve as a trusted advisor, guiding clients through wealth management, investment planning, and strategic decision-making to fuel their goals and dreams.
- Stay ahead of market trends and industry shifts, sharing your insights and expertise to help clients seize opportunities and mitigate risks.
Qualifications:
- A passion for business and/or finance and a deep understanding of the challenges and rewards of building a business.
- Strong communication skills and the ability to build trust and rapport with clients from diverse backgrounds.
- Previous experience in financial advisory roles is beneficial but not essential; we welcome driven individuals with a hunger for learning and growth.
What You'll Get:
- A competitive salary of $85,000 per year, commensurate with experience.
- Flexibility to chart your own course and tailor your approach to meet the needs of your clients.
- Access to comprehensive training and ongoing support to help you succeed and grow in your role.
- Benefits that include performance-based incentives and opportunities for advancement.
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