- Analyze clients’ financial statuses (e.g. income, expenses and liabilities)
- Examine and suggest financial opportunities (e.g. insurance plans, investments)
- Develop sound plans and budgets for clients
- Customize financial plans according to clients’ changing needs
- Help clients implement their plans and carry out transactions
- Present and sell suitable financial products and services
- Find and approach prospective clients
- Build strong relationships to retain existing clients
- Maintain updated knowledge of regulations, practices and financial products
Proven experience as financial planner or similar role; experience in sales or customer service is an assetAbility to analyze financial information and comply with regulationsProficiency in MS Office and CRM systemsAttention to detail and strong math skillsStrong ethics, with a customer-oriented attitudeOutstanding communication skills, with the ability to foster long-term relationshipsValid professional license (e.g. Series 7 & 66)BSc/BA in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plus