
Financial Planning Strategist
3 hours ago
Job Overview
The Senior Financial Advisor plays a crucial role in driving business growth and ensuring client satisfaction through exceptional service and tailored recommendations.
Key Responsibilities:
- Client Relationship Management: Develop and maintain strong relationships with high-net-worth clients, understanding their financial needs and goals.
- Comprehensive Financial Planning: Analyze clients' financial situations and create customized financial plans that incorporate insurance products, investments, and retirement strategies.
- Team Leadership: Mentor and guide junior financial advisors, sharing expertise and best practices to enhance team performance.
Qualifications:
- Bachelor's degree in finance, business, economics, or a related field.
- Extensive experience in financial advising, particularly in the insurance sector (typically 5+ years).
- Strong understanding of insurance products, investment strategies, and financial regulations.
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