Confidential · 21 hours ago

Financial Consultant

United States

Full-time

Remote

Entry Level

$70K/yr - $223K/yr

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Responsibilities

Conduct comprehensive assessments of clients' financial situations, including income, expenses, and investment portfolios.

Develop personalized financial plans that align with client's objectives, including tax strategies, estate planning, and cash management.

Provide ongoing support and guidance to clients regarding their financial decisions and investment opportunities.

Maintain strong customer relationship management practices to foster trust and long-term client partnerships.

Stay updated on industry trends, tax laws, and regulatory changes to provide informed advice.

Collaborate with other financial professionals to ensure a holistic approach to client service.

Conduct research on market trends and investment options to enhance client portfolios.

Assist in preparing reports and presentations for clients regarding their financial status.

Qualification

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Customer Relationship ManagementSalesFinancial Sales Strategies