Lead Financial Strategist
4 hours ago
At Hire Resolve, we are seeking a highly skilled and motivated Lead Financial Strategist to join our team.
About the RoleThe ideal candidate will be responsible for providing expert financial guidance and advice to clients in order to help them achieve their long-term financial goals.
- Conducting comprehensive financial analysis and creating personalized financial plans for clients
- Providing recommendations on investment opportunities and strategies
- Maintaining relationships with clients to ensure long-term satisfaction and successful financial outcomes
We are looking for a talented individual with a strong background in financial planning, who is able to work independently and as part of a team.
RequirementsTo be successful in this role, you will need:
- Bachelor's degree in Finance, Economics, Business, or related field
- Certified Financial Planner (CFP) designation preferred
- Minimum of 3 years of experience in financial planning or related field
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
We offer a competitive salary of $65,000 - $90,000 per year, depending on experience, as well as benefits including health insurance, retirement plan, and paid time off.
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