Financial Planning Advisor & Client Growth Specialist

Jobtailor; Dubuque (IA); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in the United States, Iowa, Dubuque is seeking a financial services professional to develop comprehensive financial plans, including investments, insurance, and retirement strategies. You will engage with clients to understand their goals and tailor strategies to protect assets and income.

The role emphasizes building trust with clients, ongoing plan monitoring, and expanding the client network through referrals and community involvement.

Qualifications

• Bachelor's Degree strongly preferred or military equivalent.
• Experience in financial services or business development is beneficial but not required.
• Strong interpersonal and communication skills.
• Analytical thinking.
• Ability to build trust and rapport with clients.
• Obtain Series 6, Series 63, and state insurance licenses (training and sponsorship provided).

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

Analytical Thinking

Interpersonal Skills

Communication Skills

Trust Building

Rapport Building

Client Engagement

Education

Bachelor's Degree preferred or military equivalent

Job description

Jobtailor in the United States, Iowa, Dubuque is seeking a financial services professional to develop comprehensive financial plans, including investments, insurance, and retirement strategies. You will engage with clients to understand their goals and tailor strategies to protect assets and income.

The role emphasizes building trust with clients, ongoing plan monitoring, and expanding the client network through referrals and community involvement.