What are the responsibilities and job description for the Financial Services Professional position at Jaja Financial Group?
Overview
We are seeking a dedicated Financial Professional to join our team. The ideal candidate will have a strong background in financial planning, sales, and wealth management. This position offers an exciting opportunity to work in a dynamic and challenging environment.
Responsibilities
- Provide financial advice and guidance to clients
- Develop personalized financial plans based on clients' goals and risk tolerance
- Assist clients with investment decisions and asset management
- Offer expertise in tax planning and securities law
- Manage customer relationships effectively to ensure client satisfaction
- Handle cash management and financial services for clients
- Maintain accurate records of client accounts
Skills
- Proficiency in financial planning and sales techniques
- Knowledge of tax regulations and securities law
- Experience in wealth management and asset management
- Strong customer relationship management skills
- Ability to handle cash management efficiently
- Familiarity with various financial services and products
Job Types: Full-time, Part-time, Contract
Pay: $54,010.00 - $62,193.00 per year
Expected hours: 20 – 40 per week
Benefits:
- Flexible schedule
Compensation Package:
- Commission pay
License/Certification:
- Life Insurance License (Required)
Location:
- Wilmington, NC 28403 (Required)
Work Location: In person
Salary : $54,010 - $62,193
