What are the responsibilities and job description for the Client Solutions Specialist position at Vantage Point Financial LLC?
About the Company
Vantage Point Financial LLC is a leading financial services firm that prioritizes client needs and growth. We are committed to creating a culture of success and excellence in everything we do.
Job Description
- Preparing financial analyses and plans for clients to help them achieve their goals.
- Assisting with investment portfolio analysis, rebalancing, and administration.
- Conducting research, reporting, and analysis on various investment options.
- Providing support for client service needs and ensuring timely resolutions.
Key Requirements
- 2 years of experience in financial planning or a degree in financial planning.
- Proficiency in CRM software, database management, and digital tools.
- Experience with financial planning software and ability to adapt to new technologies.
What We Offer
- A competitive salary range of $55,000 - $100,000 (based on experience, certifications, and qualifications).
- Ongoing training and development opportunities.
- A comprehensive benefits package, including medical coverage and 401(k) plan with match.
- A generous PTO policy and paid holidays.
- A Monday-Friday schedule and excellent work-life balance.
Salary : $55,000 - $100,000
