WealthMax Financial Group · 19 hours ago
Financial Planning Advisor
Bristol, RI
Full-time
Onsite
Mid LevelWealthMax Financial Group is a financial planning firm dedicated to helping clients maximize their retirement income and achieve a fulfilling lifestyle. The Financial Planner will be responsible for developing tailored financial strategies and providing personalized retirement planning solutions to assist clients in achieving their long-term financial goals.
Financial Services
Responsibilities
Develop tailored financial strategies
Provide personalized retirement planning solutions
Assist clients in achieving their long-term financial goals
Analyze clients' financial information
Prepare comprehensive plans
Deliver recommendations to help clients optimize their financial future
Ongoing client relationship management to ensure their plans remain aligned with life changes and market conditions
Qualification
Required
Expertise in Financial Planning and Personal Financial Planning, with the ability to create strategic, customized solutions
Proven knowledge and experience in Retirement Planning to help clients design optimal income strategies for post-retirement life
Strong understanding of financial concepts and strategies, backed by experience in the finance sector
Exceptional analytical, problem-solving, and communication skills
Proficiency in financial planning software and tools
Great communication skills
Highly motivated and dedicated
Company
WealthMax Financial Group
Financial Planning firm that specializes in helping client maximize their retirement income to empower their lifestyle in the second chapter of life.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase