One Pacific Financial Strategies · 22 hours ago
Financial Services Professional
Scottsdale, AZ
Full-time
Hybrid
New Grad, Entry LevelOne Pacific Financial Strategies is a comprehensive financial services firm dedicated to helping clients achieve their financial goals with confidence and ease. As a Financial Services Professional, you will assist clients in creating personalized financial plans and providing expert financial advice to ensure their long-term satisfaction and success.
FinanceProperty & Casualty InsuranceAsset ManagementFinancial ServicesRisk Management
Hiring Manager
RICK BEYER
Responsibilities
Assist clients in achieving their financial goals by creating personalized financial plans
Providing expert financial advice
Offering retirement planning solutions
Collaborate with clients to assess their financial needs
Explain complex financial products and services
Maintain strong client relationships to ensure long-term satisfaction and success
Qualification
Required
Proficiency in Financial Planning, Finance, and Retirement Planning
Strong understanding of Financial Services and related expertise
Excellent Communication and interpersonal skills to build and maintain client relationships
Ability to work both independently and collaboratively in a hybrid work environment
Preferred
Professional certifications or licenses in financial planning or investment advisory services
Previous experience in the financial services industry is an advantage
Bachelor's degree in Finance, Business, Economics, or a related field
Company
One Pacific Financial Strategies
One Pacific Financial Strategies offers financial planning, asset management, and risk management services.
Founded in 2020
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Alexander Bayacal
Partner
Bar De Leon
Partner
Company data provided by crunchbase