What are the responsibilities and job description for the Senior Financial Consultant position at Abich Financial Services Inc.?
About Abich Financial Services Inc.
We are a leading fiduciary financial planning firm specializing in phase 2 retirement planning. Our commitment to excellence has earned us recognition as the #1 planning firm in the county for six consecutive years by Best of Loudoun/Loudoun Times Mirror. We are also proud members of the Inc. 5000 list, an honor bestowed upon the 5,000 fastest-growing private companies in the United States.
Job Summary
The ideal candidate will serve as our primary point of contact, providing comprehensive financial planning services and personalized advice tailored to each client's unique needs. This role involves managing client assets, delivering ongoing portfolio management and investment advice, and recommending life insurance and annuity products when appropriate.
Responsibilities
- Develop and implement comprehensive financial plans that help clients achieve their retirement income goals.
- Deliver educational presentations and write newsletters to educate clients on various financial planning topics.
- Collaborate with other team members to develop effective financial plans.
- Stay up-to-date on industry trends and regulations, ensuring compliance with all relevant laws and regulations.
