Client-Focused Financial Planner & Strategy Advisor

Jobtailor; Los Angeles (CA); On-site; USD 70,000 - 120,000; Full time

Job summary

Jobtailor in Los Angeles, CA seeks a financial professional to engage with clients, understand goals, and develop comprehensive financial plans including investments, insurance, and retirement.

You will monitor plans, adjust strategies, and build a client network through referrals and professional associations. A bachelor's degree is preferred, licenses such as Series 6, 63, and state licenses are encouraged; sponsorship available.

Qualifications

• Bachelor’s degree preferred.
• Experience in financial services or business development beneficial but not required.
• Strong interpersonal and communication skills.
• Analytical thinking.
• Ability to build trust and rapport with clients.
• Licenses such as Series 6, Series 63, and state insurance licenses; training and sponsorship available.

Responsibilities

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Skills

Financial Planning

Client Engagement

Analytical Thinking

Interpersonal Skills

Insurance Strategies

Education

Bachelor's degree preferred

Tools

Investment strategies

Retirement planning

Job description

Jobtailor in Los Angeles, CA seeks a financial professional to engage with clients, understand goals, and develop comprehensive financial plans including investments, insurance, and retirement.

You will monitor plans, adjust strategies, and build a client network through referrals and professional associations. A bachelor's degree is preferred, licenses such as Series 6, 63, and state licenses are encouraged; sponsorship available.