Strategic Financial Consultant
1 month ago
Our client, a reputable Mutual Fund distributor and Insurance Service provider, has established itself as a trusted partner for a wide spectrum of financial services. This includes insurance marketing, distribution, and access to various financial products.
SalaryThe estimated annual salary for this role is $120,000-$150,000, depending on experience and qualifications.
Job DescriptionThis Strategic Financial Consultant position involves working closely with clients to understand their financial goals, risk tolerance, and investment time horizon. The consultant will analyze the client's financial situation, including income, expenses, and existing investments, to develop comprehensive financial plans tailored to individual needs and goals.
The consultant will also recommend suitable mutual funds based on the client's risk profile and investment objectives, design and manage diversified investment portfolios to optimize returns and minimize risk, and continuously monitor portfolio performance to make adjustments as needed.
This role requires strong financial expertise, communication skills, relationship building abilities, and analytical skills to provide exceptional service to clients and drive business growth.
Required Skills and QualificationsKey Skills:
- Financial Planning and Analysis
- Investment Strategy and Portfolio Management
- Client Relationship Management
- Market Research and Education
As a Strategic Financial Consultant, you will have access to ongoing training and professional development opportunities to enhance your skills and knowledge in the field of financial services.
OthersWe are committed to fostering a collaborative and supportive work environment that encourages innovation, creativity, and teamwork. If you are a motivated and experienced financial professional looking for a challenging and rewarding career opportunity, we encourage you to apply.
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