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Senior Financial Planner
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About Huxton Black
We are a leading financial services company seeking an experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing expert financial guidance and investment recommendations to clients.
Key Responsibilities:
- Analyze financial data to develop personalized financial plans for clients
- Provide investment guidance and recommendations to clients based on their financial goals and risk tolerance
- Work closely with clients to understand their financial needs and objectives
- Develop and maintain strong relationships with clients to ensure long-term success
Requirements:
- Bachelor's degree in Finance, Business, Economics, or related field
- Proven experience in financial planning, investment management, and retirement planning
- Strong knowledge of financial products, investment strategies, and market trends
- Proficiency in financial planning software and Microsoft Excel
