Job Overview
We are seeking a knowledgeable and motivated Financial Consultant to join our dynamic team. In this role, you will provide expert financial advice and guidance to clients, helping them achieve their financial goals through effective investment strategies and wealth management solutions. The ideal candidate will possess a strong understanding of financial concepts and demonstrate exceptional analytical skills.
Duties
Conduct comprehensive financial analysis to assess clients' current financial status and future needs.
Develop personalized investment management strategies tailored to individual client goals.
Provide insights on asset management, ensuring clients are informed about their investment options.
Utilize financial software to create reports and track client portfolios effectively.
Stay updated on market trends and economic conditions to offer informed advice.
Collaborate with clients to understand their financial objectives and educate them on various financial products.
Perform research on investment opportunities and corporate accounting practices to enhance client offerings.
Maintain strong relationships with clients through regular communication and follow-ups.
Requirements
Proven experience in sales, preferably within the financial services industry.
Strong background in investment management, wealth management, or asset management.
Proficiency in financial analysis and technical accounting principles.
Familiarity with various financial software tools for reporting and analysis.
Excellent research skills with the ability to interpret complex financial data.
Strong interpersonal skills with a focus on building lasting client relationships.
Ability to communicate complex financial concepts in a clear and concise manner.
A degree in finance, accounting, or a related field is preferred but not mandatory.
Join us as we help our clients navigate their financial journeys with confidence!
Job Types: Full-time, Part-time
Pay: $70,879.00 - $79,188.00 per year
Work Location: Remote
228 Park Avenue South, Manhattan, 10003, New York
Financial Services • 1-10 empleados
En JOB TODAY desde junio, 2025
We are seeking a knowledgeable and motivated Financial Consultant to join our dynamic team. Our team help clients with financial services, such as life insurance; mortgage loans; and investments.
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