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Financial Planner/ Insurance Agent
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Financial Planner/ Insurance Agent
Job summary
A leading financial advisory firm is seeking a motivated Financial Planner to join their team. The role involves conducting client consultations, developing tailored financial plans, and providing investment management. Ideal candidates will have a strong educational background in finance, experience in financial planning, and excellent communication skills.
Benefits
Qualifications
- Bachelor's degree in Finance, Economics, Business Administration, or related field.
- 3-5 years of experience in financial planning or a related field.
- Proficiency with financial planning software and tools.
Responsibilities
- Conduct thorough financial assessments to understand clients' financial goals.
- Develop customized financial plans, including retirement and investment strategies.
- Provide investment advice and manage client portfolios.
Skills
Education
Tools
Ravens Rock is a leading financial advisory firm dedicated to helping clients achieve their financial goals. With a commitment to personalized service and expert guidance, we provide comprehensive financial planning, investment management, and advanced retirement planning services.
We are seeking a highly motivated and experienced Financial Planner to join our team. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a passion for helping clients achieve financial security.
Client Consultations: Conduct thorough financial assessments to understand clients' financial goals, risk tolerance, and current financial situation.
Financial Planning: Develop customized financial plans, including retirement planning, investment strategies, tax planning, and estate planning.
Investment Management: Provide investment advice and manage client portfolios to ensure alignment with their financial objectives.
Ongoing Support: Monitor and review clients' financial plans regularly to ensure they remain on track towards their goals. Provide updates and adjustments as necessary.
Compliance: Stay updated on financial regulations and ensure compliance with all relevant laws and ethical standards.
Education and Guidance: Educate clients on financial products and strategies, helping them make informed decisions.
Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner (CFP) designation; Chartered Life Underwriter (CLU) or working towards these designations is desired.
Experience: Minimum of 3-5 years of experience in financial planning or a related field.
Skills:
Strong analytical and problem-solving skills.
Excellent communication and interpersonal abilities.
Proficiency with financial planning software and tools.
Detail-oriented with strong organizational skills.
Prospecting and maturing relationships
Ethics: High level of integrity and commitment to maintaining client confidentiality.
Competitive commission performance-based bonuses.
Professional development and continuing education opportunities.
A supportive and collaborative work environment.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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