What are the responsibilities and job description for the Financial Services Professional position at THG Financial Strategies, LLC?
THG Financial Strategies, a General Agency of the companies of One America, envisions a bright future for the financial advising industry. The company is committed to fostering a diverse and inclusive culture, where every voice is valued. THG Financial Strategies focuses on building a team of talented individuals to provide efficient and elegant financial solutions for clients.
This is a full-time on-site role for a Financial Services Professional at THG Financial Strategies in Newport Beach, CA. The Financial Services Professional will be responsible for financial planning, finance, retirement planning, communication, and providing a range of financial services to clients on a day-to-day basis.
- Financial Planning, Finance, and Retirement Planning skills
- Effective Communication skills
- Experience in Financial Services
- Bachelor's degree in Finance, Economics, Business, or related field
- Industry certifications such as CFP, CFA, or Series 7