Contabile jobs in United States
Consulente Finanziario
Job summary
An established industry player is seeking a dedicated financial planner to deliver personalized investment solutions. The ideal candidate will have strong expertise in financial planning and a proven track record in client relationship management. This role involves preparing accurate financial plans and supporting investment professionals in achieving client goals. If you are passionate about helping clients reach their long-term financial objectives and thrive in a collaborative environment, this opportunity is perfect for you.
Qualifications
- 5+ years of industry experience in financial planning.
- Strong understanding of investment strategies and client management.
Responsibilities
- Provide financial planning support to clients.
- Prepare financial plans and verify their accuracy.
Skills
Education
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The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals in cultivating client relationships
- Prepare financial plans and verify their accuracy
Qualifications
- Bachelor's degree in Finance or a related field
- 5+ years of industry experience
- Strong understanding of the investment business
* 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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