What are the responsibilities and job description for the Assistant Financial Planner position at ASM TRUCK SERVICE?
Overview
We are seeking a dedicated and knowledgeable Financial Planner to join our team. The ideal candidate will possess a strong understanding of financial concepts and demonstrate exceptional skills in financial planning and customer relationship management. As a Financial Planner, you will work closely with clients to develop personalized financial strategies that align with their goals and aspirations, ensuring their financial well-being and security.
Duties
- Conduct comprehensive financial assessments for clients to understand their current financial situation.
- Develop tailored financial plans that encompass investment management, portfolio management, and retirement planning.
- Provide ongoing support and advice to clients regarding their financial decisions and strategies.
- Analyze market trends and economic conditions to inform clients about potential investment opportunities.
- Build and maintain strong relationships with clients through effective communication and regular follow-ups.
- Collaborate with other financial professionals to ensure comprehensive service delivery.
- Stay updated on industry regulations, financial products, and market developments.
Skills
- Strong understanding of financial concepts including investment management, portfolio management, and financial analysis.
- Proven experience in financial sales with the ability to effectively communicate complex information to clients.
- Excellent customer relationship management skills with a focus on building trust and rapport.
- Proficient in math with the ability to perform detailed calculations related to investments and savings.
- Strong analytical skills to assess client needs and market conditions effectively.
- Ability to work independently as well as part of a team in a fast-paced environment.
- Familiarity with banking products and services is a plus.
Join us in helping clients achieve their financial dreams while advancing your career in the dynamic field of finance!
Job Type: Full-time
Pay: $74,203.00 - $86,550.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Compensation Package:
- Commission pay
Schedule:
- Day shift
Work Location: In person
Salary : $74,203 - $86,550
