Financial Consultant
The Palmer Group
Unlock Your Potential as a Financial Consultant -Drive Financial Success and Make an Impact! Are you passionate about guiding individuals and businesses toward financial success? We are seeking a dynamic and experienced Financial Consultant to join our team and deliver expert financial advice tailored to our clients' unique needs. In this pivotal role, you'll empower clients to achieve their financial goals through strategic planning, insightful analysis, and personalized support, all within a fast-paced and growth-oriented environment.
Work Model:
- Hybrid
- Contribute to month-end close deliverables, including account reconciliations and financial reporting
- Build and manage accounts receivable data files while assisting with sales tax activities
- Support budgeting, forecasting, and financial analysis initiatives
- Drive identification and execution of finance process enhancements and automation
- Collaborate across teams with a results-driven approach, innovative thinking, and strong attention to detail
- Strong expertise in financial planning investment strategies risk assessment and portfolio management
- Excellent analytical skills with ability to interpret complex financial data and deliver measurable results
- Superior communication and interpersonal abilities to build trusted client relationships
- Proficiency in financial tools including Excel CRM platforms and financial modeling software
- Experience in retirement income solutions estate planning insurance products and regulatory compliance
- Relevant credentials such as CFP or CFA with 5+ years in financial consulting or wealth management
- High ethical standards proactive mindset and commitment to continuous learning
- 401k
- Major health insurances
- Employee Stock Ownership Plan ( ESOP )
- Click here for a complete list of benefits
Interested and qualified candidates can contact Sarah Assman at View phone number on click.appcast.io or email View email address on click.appcast.io.
Vacancy posted 20 hours ago
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