Financial Planning Professional

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Responsibilities: • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Customize financial plans for each client based on potential life changes and changing financial needs • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Qualifications: • Bachelor’s degree in business administration, finance, or related field is required • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital • Bachelor's Degree a must, sales experience and/or financial internships a plus. • You are motivated by the chance to help prospective clients while focusing on personal growth. •