What are the responsibilities and job description for the Investment Planning Professional position at Wealth Strategies?
**About This Role**
We are seeking a skilled Financial Representative to join our team at Wealth Strategies. In this position, you will work closely with clients to understand their financial objectives, concerns, and current situation. By maintaining ongoing relationships and providing guidance and support, you will help clients achieve their financial goals and build lasting relationships.
The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build trust and rapport with clients. You will also be able to work independently and as part of a team, with a strong commitment to customer satisfaction.
**Responsibilities**
- Develop and implement customized financial strategies for clients, utilizing a range of financial products and services
- Work with clients to understand their financial objectives, concerns, and current situation
- Maintain ongoing relationships with clients, providing guidance and support to achieve their financial goals
**Requirements**
- A strong desire to help others achieve their financial goals and build lasting relationships
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
- Able to work independently and as part of a team, with a strong commitment to customer satisfaction
**Benefits**
- A defined benefit plan, 401(k) with match, and Roth options
- Health and dental insurance, as well as other benefits to support your well-being
- Leadership development opportunities, including tuition reimbursement and continuing education
