Financial Planning Professional Remote - Strong Capital Enterprises PLLC : Job Details

Financial Planning Professional Remote

Strong Capital Enterprises PLLC

Job Location : Bellevue,WA, USA

Posted on : 2024-11-14T16:04:20Z

Job Description :
We are seeking a motivated and ambitious individual to join our financial services team as a Financial Planning Professional. The successful candidate will be responsible for providing financial advice and services to clients, as well as identifying and pursuing new business opportunities.Responsibilities:•Meet with clients to discuss their financial goals, needs, and concerns•Develop and implement financial plans tailored to each client's individual needs•Educate individuals on investments, retirement planning, insurance, and other financial products and services•Build and maintain strong relationships with clients to ensure their satisfaction and retention•Identify and pursue new business opportunities through networking and referrals•Participate in training and development programs to enhance knowledge and skillsRequirements:•Strong interpersonal and communication skills•Ability to work independently and as part of a team•Strong analytical and problem-solving skills•Ability to obtain necessary licenses and certificationsCompensation:•Performance-based bonuses and incentives If you are passionate about finance and helping others achieve their financial goals, we encourage you to apply for this exciting opportunity to launch your career as a Financial Planning Professional.
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