Urgent need of Financial Professional 2025

Accounting / Finance
Remote
January 9, 2025
contract

Job Description

Remote

business intelligence LLC

Overview
We are seeking a dedicated and knowledgeable Financial Advisor to join our team. The ideal candidate will possess a strong understanding of financial concepts and services, with the ability to provide expert guidance to clients on various financial matters. This role requires a proactive approach to building relationships and delivering tailored financial solutions that meet clients’ needs.

Duties

  • Develop and maintain client relationships through effective communication and personalized service.
  • Provide comprehensive finan cial planning, including advice on investments, estate planning, tax strategies, and retirement planning.
  • Analyze clients’ fina ncial situations to identify opportunities for improvement and growth.
  • Stay informed about industry trends, market conditions, and regulatory changes affecting financ ial services.
  • Utilize fin ancial software to create detailed reports and presentations for clients.
  • Conduct regular reviews of client portfolios to ensure alignment with their goals and risk tolerance.
  • Collaborate with other professionals in the field, including accountants and attorneys, to offer holistic solutions.
  • Adhere to all relevant securities laws and regulations while conducting business.
Financial Professional Remote
Financial Professional Remote

Requirements Financial Professional

Remote

  • Proven experience in sales or finan cial sales is essential; experience in a banking environment is a plus.
  • Strong knowledge of wills, trusts, estate law, tax regulations, and corporate accounting principles.
  • Familiarity with finan cial software tools used for analysis and reporting.
  • Excellent interpersonal skills with the ability to build rapport with clients from diverse backgrounds.
  • Strong analytical skills with attention to detail in assessing fina ncial information.
  • Ability to communicate complex financial concepts clearly and effectively.
  • Relevant certifications or licenses in finance or investment management are preferred but not mandatory.
  • A commitment to continuous professional development in the field of fi nancial services.

Join us as we strive to empower our clients through informed fina ncial decisions!

Job Types: Full-time, Part-time, Contract

Pay: $25,000.00 – $150,000.00 per year

Benefits:

  • 401(k)
  • Health insurance
  • Paid time off

Supplemental Pay:

  • Bonus opportunities
  • Commission pay

People with a criminal record are encouraged to apply

Work Location: Remote

Location

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