Senior Financial Planner
2 weeks ago
- At FOLMA INCORPORATED, we seek a skilled Financial Advisor to join our team in providing expert guidance to clients on their financial goals and objectives.
- As a Financial Advisor, you will be responsible for analyzing clients' financial records, developing personalized financial plans, and making recommendations on investments, cash management, and insurance coverage.
- This role requires strong analytical and communication skills, as well as the ability to work under pressure and meet tight deadlines.
- Our ideal candidate will have a Bachelor's degree and at least 7 months of experience in a similar role.
- We offer a 30-hour workweek and a permanent position with opportunities for growth and development.
- Key Responsibilities
- Analyzing clients' financial records
- Developing financial plans and recommendations
- Providing expert guidance on investments and cash management
- Requirements
- Bachelor's degree in a related field
- At least 7 months of experience in a similar role
- Excellent analytical and communication skills
Work Environment: Fast-paced environment with tight deadlines and a large caseload.
Personal Suitability: Accurate, dependable, and efficient interpersonal skills are essential for this role.
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