Financial Strategist
22 hours ago
At GlassBridge Consulting, we are seeking an experienced Financial Strategist to join our team. As a key member of our wealth management division, you will be responsible for providing expert financial planning and investment advice to our clients.
The ideal candidate will have a strong background in financial planning principles, investment products, and income tax regulations. You should possess excellent communication and interpersonal skills, with the ability to build and maintain relationships with clients.
Key Responsibilities- Scheduling appointments with clients and conducting meetings to gather financial information and understand their objectives.
- Conducting in-depth financial assessments to understand clients' financial goals, risk tolerance, and investment objectives.
- Developing and presenting comprehensive financial plans, including retirement planning, investment strategies, and risk management.
- Assessing clients' financial health by analyzing data (income, expenses, investments, etc.).
- Utilizing knowledge of income tax investment strategies and advising clients on tax planning.
- Bachelor's degree in finance, accounting, or a related field.
- Strong knowledge of financial planning principles, investment products, and income tax regulations.
- Excellent communication and interpersonal skills.
- Ability to build and maintain relationships with clients.
We offer a competitive salary range of $80,000 - $120,000 per year, depending on experience, as well as opportunities for career growth and professional development. Additionally, we provide a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
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Financial Strategist
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Financial Strategist
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Financial Planning Strategist
3 weeks ago
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Senior Financial Strategist
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