Senior Financial Advisor
6 days ago
We are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Emedel Holding Inc.
As a Senior Financial Advisor, you will be responsible for assisting clients in achieving their financial objectives by proposing solutions for business expansion, debt management, investment, and other financial goals.
Key Responsibilities- Financial Planning: Develop and implement comprehensive financial plans tailored to each client's unique needs and goals.
- Credit and Loan Management: Complete credit and loan documentation, review and update credit files, and submit applications to management for approval.
- Customer Service: Provide exceptional customer service by responding to client inquiries, addressing concerns, and ensuring timely resolution of issues.
- Sales and Marketing: Promote the sale of credit and loan services to clients, researching and evaluating their financial status, references, credit, and ability to repay loans.
- Team Collaboration: Work closely with cross-functional teams to ensure seamless delivery of financial services and products.
- Bachelor's degree in a related field (e.g., finance, business, economics).
- At least 1 year of experience in a similar role, preferably in the financial services industry.
- Strong knowledge of financial planning principles, credit analysis, and lending practices.
- Excellent communication, interpersonal, and problem-solving skills.
- Competitive salary: $65,000 - $80,000 per annum, depending on experience.
- Opportunities for career growth and professional development.
- A dynamic and supportive work environment.
Emedel Holding Inc. is a leading financial services company committed to delivering innovative solutions to individuals and businesses. We prioritize building strong relationships with our clients and providing exceptional service to meet their evolving needs.
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