What are the responsibilities and job description for the Personal Finance Advisor position at TalentLink Solutions?
TalentLink Solutions is seeking a Personal Finance Advisor to join our team of experienced professionals. As a Personal Finance Advisor, you will work closely with our clients to understand their financial objectives and concerns, develop strategic financial plans, and provide personalized recommendations for achieving their financial goals.
Your responsibilities will include engaging with prospective clients, managing client relationships, and preparing agendas for client meetings. You will also complete financial planning analyses, ensure client assets are invested in alignment with their risk tolerance and goals, and gather data from clients to analyze their current financial situation.
The successful candidate will have a genuine interest in serving and caring for clients, excellent verbal and written communication skills, and the ability to prioritize multiple tasks and anticipate potential problems. Familiarity with Wealthbox CRM, eMoney, Holistiplan, or similar software is preferred.
We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply.
