Senior Financial Planning Specialist
7 days ago
FOLMA INCORPORATED seeks a highly skilled Senior Financial Planning Specialist to join our team. This role is ideal for an individual with a strong background in finance and excellent communication skills.
About the RoleThis position involves providing financial planning services to clients, including advising on trust account investments, identifying clients' financial goals and objectives, analyzing clients' financial records, developing financial plans, and making recommendations on cash management, insurance coverage, investment planning, retirement, and estate planning. The successful candidate will also be responsible for arranging the sale of financial products and investments, as well as assisting in the planning and execution of financial statement audits.
Responsibilities- Advise clients on trust account investments and identify their financial goals and objectives.
- Analyze clients' financial records and develop comprehensive financial plans.
- Making recommendations on cash management, insurance coverage, investment planning, retirement, and estate planning.
- Arrange for the sale of financial products and investments.
- Assist in the planning and execution of financial statement audits.
- Bachelor's degree in finance or a related field.
- 7 months to less than 1 year of experience in financial planning or a related field.
- Excellent communication and interpersonal skills.
- Able to work under pressure and meet tight deadlines.
- Able to work accurately and efficiently.
- Dependable and organized.
The ideal candidate will have a fast-paced environment, work under pressure, meet tight deadlines, and maintain attention to detail. They will also have a large caseload and be able to prioritize tasks effectively.
Additional InformationWe offer a competitive salary package that includes a base salary of $55,000 - $65,000 per annum, depending on experience. If you are a motivated and experienced financial planner looking for a new challenge, please submit your application.
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Senior Financial Planning Specialist
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