What are the responsibilities and job description for the Chief Financial Planning Specialist position at Weibermacht Consulting and Staffing Firm?
About the Role
\As a Chief Financial Planning Specialist at Weibermacht Consulting and Staffing Firm, you will have the opportunity to empower individuals and families to achieve financial security. This role involves developing comprehensive financial solutions that cater to clients' unique needs, from retirement planning to business development and investment services.
\Responsibilities:
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- Work closely with clients to understand their financial goals and develop personalized plans to help them achieve success. \
- Collaborate with our team of financial specialists to provide cutting-edge financial solutions and support. \
- Develop and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial well-being. \
- Stay up-to-date with industry trends and best practices, applying your knowledge to drive growth and innovation in our firm. \
- Pursue opportunities for professional development and advancement within our organization. \
- Help design and implement programs that promote financial literacy and education among our clients. \
- Participate in ongoing training and professional development to enhance your skills and expertise. \
- Contribute to the development of new business opportunities and partnerships. \\
- A high school diploma or higher. \
- Excellent communication and interpersonal skills. \
- The ability to work independently and as part of a team. \
- A strong understanding of financial planning principles and practices. \
- Knowledge of relevant laws and regulations governing financial services. \
- Familiarity with financial software and technology platforms. \
- A passion for helping others achieve their financial goals. \\
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What You'll Need
\To be successful in this role, you will need:
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Compensation
\This position offers a competitive salary range of $80,000 - $120,000 per year, commensurate with experience. Additionally, we offer a comprehensive benefits package, including dental insurance, flexible schedule, health insurance, retirement plan, and vision insurance.
\About Us
\Weibermacht Consulting and Staffing Firm is a leading provider of servant leadership and people-first staffing and consulting search services. Our approach is collaborative and hands-on, from initial contact to final negotiation and beyond. We strive to deliver exceptional results through teamwork and commitment.
Salary : $80,000 - $120,000
