financial office services / No experience required

Client Consultation & Needs Assessment : Meet with clients to assess their financial needs, goals, and risk tolerance. Conduct thorough reviews of client financial situations, including income, assets, liabilities, and financial goals. Provide tailored advice on investment, insurance, retirement, and tax planning. Financial Planning & Strategy Development : Develop and implement personalized financial plans that align with clients' goals. Create strategies for asset management, tax efficiency, retirement planning, and estate planning. Recommend financial products such as investments, life insurance, and annuities based on client needs. Investment & Portfolio Management : Provide guidance on investment strategies, including portfolio diversification and asset allocation. Monitor client portfolios and recommend adjustments to ensure alignment with market conditions and client goals. Stay informed about market trends, economic conditions, and new investment products. Client Relationship Management : Build and maintain long-term relationships with clients through regular communication and updates on financial progress. Address client inquiries and concerns, providing ongoing advice and support. Educate clients about financial concepts and help them make informed decisions. Sales & Business Development : Identify new business opportunities by networking and prospecting potential clients. Collaborate with other professionals, such as accountants, attorneys, and business owners, to offer comprehensive financial services. Meet or exceed sales targets for financial products and services. Compliance & Regulatory Adherence : Ensure that all recommendations and financial strategies comply with industry regulations and standards. Maintain up-to-date knowledge of relevant financial laws, regulations, and best practices. Handle sensitive client information with confidentiality and integrity. Ongoing Professional Development : Attend workshops, seminars, and training sessions to stay informed on industry trends, new products, and regulatory changes. Obtain and maintain industry certifications (e.g., CFP®, CFA®, or FINRA licenses) as required. Resumes without phone numbers or foreign phone numbers will not be considered. Powered by JazzHR