Client Advisor – Athletic Background

Jobtailor; Troy (MO); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in Missouri seeks a client-focused financial services professional to engage with clients, understand their financial needs, and provide personalized guidance to help them achieve their goals.

You will design and implement tailored strategies to safeguard assets, regularly review plans and insurance policies, and cultivate a network of clients through referrals and community involvement.

Qualifications

• Bachelor's degree in finance, business, or related discipline preferred.
• Experience in insurance, financial services, or business development beneficial but not mandatory.
• Excellent interpersonal and communication abilities.
• Strong analytical skills.
• Capability to build lasting client relationships.
• Willingness to obtain necessary licenses; sponsorship provided if not already obtained.

Responsibilities

• Engage with clients to understand their financial needs.
• Provide personalized guidance to help clients achieve their financial goals.
• Design and implement tailored strategies to safeguard clients' assets.
• Regularly review and update clients' financial plans and insurance policies.
• Cultivate a network of clients through referrals and community involvement.

Skills

Financial Analysis

Insurance Policy Review

Strategy Implementation

Asset Safeguarding

Business Development

Education

Bachelor's degree in finance or business

Licensing: Michigan LAH, SIE, Series 6, 7, 63, CFP

Job description

• Engage with clients to understand their financial needs.
• Provide personalized guidance to help clients achieve their financial goals.
• Design and implement tailored strategies to safeguard clients' assets.
• Regularly review and update clients' financial plans and insurance policies.
• Cultivate a network of clients through referrals and community involvement.

Requirements

• Bachelor's degree in finance, business, or a related discipline preferred.
• Experience in insurance, financial services, or business development beneficial but not mandatory.
• Excellent interpersonal and communication abilities.
• Strong analytical skills.
• Capability to build lasting client relationships.
• Willingness to obtain necessary licenses, such as Michigan LAH, SIE, Series 6, 7, 63, and CFP. Sponsorship and resources provided if not already obtained.

Core Competencies

Demonstrates expertise in financial planning and client relationship management, with a focus on personalized strategies to meet clients' financial goals. Proficient in analytical skills and effective communication to foster client trust and satisfaction.

Highest-signal resume keywords

• Financial Planning
• Client Relationship Management
• Analytical Skills
• Interpersonal Communication
• Licensing (Michigan LAH, SIE, Series 6, 7, 63, CFP)

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Insurance Policy Review
• Strategy Implementation
• Asset Safeguarding
• Business Development

Soft Skills

• Interpersonal Skills
• Communication Abilities
• Relationship Building

Certifications & Qualifications

• Michigan LAH
• SIE
• Series 6
• Series 7
• Series 63
• CFP

Industry Keywords

• Financial Services
• Insurance
• Client Engagement
• Financial Goals
• Community Involvement