Senior Financial Consultant
4 weeks ago
The Senior Financial Advisor plays a pivotal 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.
- Product Expertise: Stay updated on insurance products and market trends to provide clients with informed recommendations and solutions.
- Team Leadership: Mentor and guide junior financial advisors, sharing expertise and best practices to enhance team performance.
- Business Development: Identify opportunities to expand the client base and enhance service offerings through networking and marketing initiatives.
- Compliance and Risk Management: Ensure all financial advice and transactions comply with regulatory standards and internal policies.
- Performance Monitoring: Regularly review and assess clients' financial plans, making adjustments as necessary to align with changing goals and market conditions.
- Client Education: Conduct seminars and workshops to educate clients and prospects about financial planning and insurance products.
- 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.
- Professional certifications (e.g., CFP, ChFC, CLU) are highly desirable.
- Proven track record of building and maintaining client relationships.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Ability to work independently and as part of a team.
- Proficient in financial planning software and tools.
- Strong organizational and time management skills.
Primarily office-based, with travel required for client meetings and networking events.
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Senior Financial Consultant
4 weeks ago
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