Financial Planning Advisor | Build Client Partnerships

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

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.