What are the responsibilities and job description for the Financial Consultant position at Primera Insurance & Tax Services?
Overview
We are seeking a knowledgeable and motivated Financial Consultant to join our team. In this role, you will provide expert financial advice and strategies to clients, helping them achieve their financial goals. You will leverage your expertise in various financial services, including asset management, tax planning, and estate planning, to deliver tailored solutions that meet the unique needs of each client. The ideal candidate will possess strong analytical skills and a deep understanding of the financial landscape.
Responsibilities
- Develop comprehensive financial plans for clients based on their individual needs and objectives.
- Analyze clients' financial situations, including income, expenses, and investment portfolios.
- Provide guidance on investment strategies, asset management, and portfolio management.
- Stay updated on securities law and regulations to ensure compliance in all financial recommendations.
- Assist clients with tax planning strategies to optimize their financial outcomes.
- Build and maintain strong relationships with clients through effective customer relationship management.
- Utilize financial software to create reports and track client progress towards their goals.
- Conduct regular reviews of client portfolios and adjust strategies as necessary to align with changing market conditions.
Experience
- Proven experience in the banking or financial services industry is preferred.
- Strong mathematical skills with the ability to analyze complex data sets.
- Knowledge of securities law, tax regulations, estate planning, and asset management principles.
- Familiarity with financial software tools for analysis and reporting.
- Excellent interpersonal skills with a focus on building long-term client relationships.
- Ability to communicate complex financial concepts clearly and effectively to clients.
If you are passionate about helping individuals achieve their financial aspirations and possess the necessary skills and experience, we encourage you to apply for this exciting opportunity as a Financial Consultant.
Job Types: Full-time, Part-time, Contract
Pay: $61,166.00 - $70,439.00 per year
Expected hours: No more than 35 per week
Benefits:
- Flexible schedule
- Paid training
Compensation Package:
- Bonus opportunities
- Commission pay
- Employee stock purchase plan
- Profit sharing
People with a criminal record are encouraged to apply
Experience:
- Sales: 1 year (Preferred)
Work Location: Hybrid remote in Lynbrook, NY 11563
Salary : $61,166 - $70,439