Financial Advisory Specialist
3 months ago
As a Financial Advisory Specialist at J&H Financial Corp, you will play a crucial role in guiding clients towards achieving their financial aspirations. Your expertise will be instrumental in providing tailored financial solutions.
Qualifications- Education: Bachelor's degree required
- Experience: 1 to 2 years in a relevant field
This position is based in an insurance firm, offering a dynamic and fast-paced atmosphere.
Key Responsibilities- Assess clients' financial objectives and aspirations
- Review and interpret clients' financial documentation
- Create customized financial strategies for clients
- Provide insights on cash flow management, insurance options, investment strategies, retirement planning, and estate management
- Proficient in MS Office
- Financial planning
- Wealth management
- Accounting services
- Ability to thrive in a fast-paced environment
- Capable of working under pressure and meeting tight deadlines
- Strong attention to detail is essential
- Accuracy and dependability
- Excellent interpersonal skills
- Organizational skills and teamwork
- Commitment to due diligence
- Health Benefits: Includes dental and vision care
- Additional Perks: Opportunities for team building and available parking
This is a permanent position requiring a commitment of 40 hours per week. The work language is English.
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